Schroders High Quality Asset Manager

Margin pressure: two words that sum up the challenge and the investment case for Schroders. Like most of its U.K. peers, Schroders has seen a material decline in its management fee margin. To halt this decline, Schroders has laid out a strategy that hits all the right notes. It will focus its resources on higher-margin asset classes, increasing ownership of client relationships, and on investing heavily in technology to compete in a digital world. Schroders is executing well on this strategy and early signs are that the decline in margins are at least slowing down. Schroders has made some judicious acquisitions that support its strategy