Financial Services: 60%
Real Estate: 25%
Private Assets & Alternatives: 15%

TOP 3 Markets:
United Kingdom: 35%
Europe (excl. UK): 30%
Asia-Pacific: 20%

Schroders plc generates the majority of its revenue from financial services, particularly through asset management and investment solutions. Real estate and alternative investments such as private equity and infrastructure also contribute significantly to the income.

The British market remains the largest individual market for Schroders, followed by other European countries. The Asia-Pacific region also shows a strong presence, attributed to the growing demand for investment solutions in this region.

Production Sites: Globally distributed, primarily in the UK and other international financial centers.

Schroders plc is a globally operating asset management company and does not produce physical products in the traditional sense. Instead, the company offers financial services including investment funds, asset management, and other financial products.

Schroders' services and products are developed and managed in various international financial centers, with its headquarters located in London, UK. The company has offices in over 30 countries, allowing it to serve a global client base and leverage local market expertise.

Strategy for Future Growth:

1. Sustainable Investments: Schroders plc is committed to aligning all managed assets sustainably by 2030. This includes integrating ESG criteria (Environmental, Social, and Governance) into all investment decisions.

2. Digital Transformation: The company is heavily investing in technology to increase efficiency and enhance customer experience. This includes using data analytics and AI to offer tailored investment solutions.

3. Global Expansion: Schroders plans to expand its presence in high-growth markets such as Asia and North America. This will be achieved through strategic partnerships and acquisitions.

Schroders plc relies on a combination of sustainable investments, technological innovation, and geographical expansion to secure long-term growth. The focus on ESG criteria reflects the growing trend towards responsible investments, while digital transformation aims to meet changing customer demands.

Main raw materials: Financial data and information, technology platforms

Countries of origin: Global, with a focus on developed markets

Schroders plc is a globally operating asset management company and does not import physical commodities in the traditional sense. Instead, the company sources financial data, technology platforms, and services necessary for asset management. These "raw materials" come from a variety of countries, with a focus on developed markets that have advanced financial infrastructures.

The procurement of these services is often done through global providers based in countries such as the USA, the UK, and other European states. This enables Schroders to access the latest technologies and financial information to make informed investment decisions.

Market share: 4.5% in the global asset management sector (2024)

Assets under management (AUM): 800 billion GBP (2024)

Schroders plc enjoys a significant competitive advantage in the asset management sector, highlighted by its strong global presence and extensive managed assets. With a market share of 4.5%, the company positions itself as one of the industry's leading players.

Schroders' competitive advantage lies in its diversified product range and ability to offer tailored solutions to a broad customer base. Additionally, the company benefits from its long-standing experience and a strong brand image that instills trust among institutional and private investors.

Schroders continuously invests in technological innovations and sustainable investment strategies, helping it differentiate from competitors and be prepared for future market trends. This further strengthens its position and enables successful operations in a competitive environment.

Institutional Investor Share: approx. 48% (2025, estimated) Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share at Schroders plc traditionally stands at around 45-50%, indicating the trust of large investors in the company's stability and growth potential. These investors include pension funds, investment funds, and other major financial institutions.

In 2025, there were no significant insider buys or sells, suggesting that the management and other insiders have confidence in the current company strategy and its future direction. Such transactions are often seen as an indicator of the management's assessment of the company's value.

Market share Schroders plc: 3.5% (2025, estimated)

Top competitors and their market shares:

1. BlackRock, Inc.: 15.0%
2. Vanguard Group: 13.0%
3. State Street Corporation: 5.5%
4. Fidelity Investments: 5.0%
5. J.P. Morgan Asset Management: 4.0%
6. Schroders plc: 3.5%
7. Amundi: 3.0%
8. Allianz Global Investors: 2.5%
9. BNP Paribas Asset Management: 2.0%
10. Invesco: 1.8%

Moat of Schroders plc:

Schroders plc has a moderate moat, mainly stemming from its long corporate history, strong brand recognition, and diversified product portfolio. The company has a solid presence in Europe and Asia, providing it with a certain geographical advantage.

However, compared to leading companies like BlackRock and Vanguard, which benefit from significant economies of scale and dominant market positions, Schroders' moat is less pronounced. These competitors leverage a larger capital base and broader customer reach, granting them a significant edge in terms of cost efficiency and market penetration.

In summary, while Schroders possesses specific strengths, its moat lags behind the industry's major players. Schroders' competitiveness could be enhanced through strategic alliances or a reinforced focus on niche markets.

Revenue Growth: 6.8% (2024) Assets Under Management (AUM): £815 billion (End of 2024) ROE (Return on Equity): 14.5% (2024)

Schroders plc recorded solid revenue growth of 6.8% in 2024, attributed to strong performance across its various business segments. Assets under management increased to £815 billion, indicating successful client acquisition and positive market performance.

The 14.5% return on equity demonstrates the company's efficiency and ability to generate a good return on invested capital. This is a positive sign for investors, indicating sound corporate management and effective capital utilization.

Overall, Schroders' financial health and growth potential suggest that the stock could present an attractive investment opportunity. However, potential investors should also consider macroeconomic conditions and the specific risks of the financial sector.

Dividend yield: 4.2% (2024)
Dividend payment: 0.25 GBP per share (2024)

In 2024, Schroders plc distributed a dividend of 0.25 GBP per share, which corresponds to a dividend yield of 4.2%. The company has a long tradition of dividend payments and is considered reliable in distributing profits to its shareholders.

The stability and reliability of Schroders plc's dividend payments are supported by its strong financial position and continuous growth in the asset management sector. Analysts expect that Schroders will continue to be able to pay stable dividends in the coming years, provided that no significant negative market developments occur.