Schroders have announced two anniversaries for Schroder Investment Solutions.
In May this year, Schroder Investment Solutions (SIS) celebrated two years. SIS was launched in 2021, having combined a number of existing Model Portfolio Services from across the Schroders Group into a single aligned proposition for the intermediary market, and thereby retaining a lengthy track record dating back to 2008 for some portfolios.
SIS comprises three sets of model portfolios across a range of styles and risk profiles and two sets of multi-asset funds. The Global Multi-Asset portfolios were relaunched earlier this year and deliver an active investment solution capped at 22bps OCF.
The solutions all have the same starting point in terms of asset allocation, but provides advisers with the choice of investment style whether that be active, passive, sustainable or a combination of these to support their centralised investment proposition. SIS leverages research from Schroders Wealth Management and the expertise from the Schroders sustainability team as well as the Group’s proprietary research tools.
Since 2021, distribution for SIS has widened to 14 platforms and the launch of the Offshore models last year added a further 12 models on three platforms denominated in GBP and US Dollars.
AUM now stands at well over £5bn with over 200 advisers signing Terms of Business and using the solutions business for some or all of their investment proposition since launch.
The Schroder Blended Portfolios, a multi-asset, multi-managed fund solution which was incorporated into the range has now passed the three year anniversary demonstrating steady growth and a strong performance track record. This solution combines active and passive investing with this being adjusted to take into account which markets and regions are better suited to active and passive investments. The Blended Portfolios now have £620m in AUM.
Alex Funk, Chief Investment Officer, Schroder Investment Solutions commented: “Markets have been volatile in the last three years, having experienced a global pandemic, a war in Europe and rapid increases in both inflation and interest rates. Despite this, the Schroder Blended Portfolios have demonstrated adaptability and consistency during this volatile period assisting advisers and clients to achieve their investment goals. The funds provide a clear and concise investment philosophy incorporating both active and passive investments for advisers and clients at a price point that offers value while integrating the broad resource of the Schroder Multi-Asset and Economics Team. This is also complimented by Schroders Wealth Management’s independent Fund Research, making these funds a great addition to advisers’ centralised investment proposition.”
Gillian Hepburn, Head of UK Intermediary Solutions commented: “Advisers continue to tell us that they are increasingly outsourcing some or all of their investment propositions to third party partners, and our recent adviser survey indicates that Consumer Duty is also driving this.
“We are delighted that SIS is well placed to support an increasing number of advisers and are delighted to be celebrating both anniversaries. In addition to performance, we believe that key to the success of SIS is the overall proposition which delivers high quality regular reporting, quarterly and ad hoc webinars, training, education and thought leadership. We were also delighted that comments on our Fair Value Assessments indicated that Schroders really understand its customers and delivered a comprehensive set of documentation to support the Consumer Duty requirements.
“ In addition to feedback from the regional teams, our adviser forum and popular adviser surveys enable us to stay close to our customers and continue to meet their requirements.”
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