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Schroders (SDR) investor relations material
Schroders CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary2 Dec, 2025
Strategic vision and growth targets
Targeting £20 billion in net new business and aiming to grow AUM from £73 billion to £100 billion by end-2027, assuming 4% annual market growth and stable FX rates.
Focus on scaling as a mid-market specialist in high-growth thematics, leveraging a solutions-driven approach and innovation in wealth and DC segments.
Growth strategy built on three catalysts: reaching critical size thresholds, activating a specialist fundraising engine, and capitalizing on group strengths such as wealth footprint and public-private continuum.
Emphasis on profitability, scalability, and locked-in revenues, with a 12-year average asset longevity and margins in the mid-50s to 62bps.
Significant value creation expected from carried interest and stable, long-term client relationships.
Business segment highlights
Private Equity: £15.6bn AUM, strong mid-market focus, 14% 3-year revenue CAGR, and early mover in wealth channel with evergreen funds.
Infrastructure: £10.1bn AUM, second largest global energy transition specialist, vertically integrated model, and expanding into higher-returning strategies.
Real Estate: £21bn AUM, pivoting to higher-margin thematic strategies, launching semi-liquid products for wealth, and maintaining leadership in sustainability.
Private Debt and Credit Alternatives: £26.1bn AUM, diversified across asset-based finance, insurance-linked securities, and infrastructure debt, with 13% compound annual AUM growth since 2020.
Built a 40-person dedicated business development team and committed up to £500 million in seed capital and co-investment.
Market positioning and competitive advantages
Recognized as a top 10 listed European alternative manager by AUM, with strong brand in wealth and private markets, and ranking among the largest evergreen fund managers in Europe.
Differentiation through specialization in high-growth thematics, solutions orientation, and ability to serve both institutional and wealth clients.
Ability to deliver bespoke portfolios and access points, including closed-end funds, evergreens, and mandates, catering to diverse client needs.
Demonstrated resilience and growth despite industry-wide fundraising headwinds, with fundraising rates of 15%-17% of starting AUM annually.
Positioned to benefit from anticipated rapid growth in private markets over the coming years.
Mid-market strategy: how does it counter slowdowns?
Balance sheet capital: specific uses and impact?
Wealth channel growth: how manage LP conflicts?
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Next Schroders earnings date
Q4 202512 Feb, 2026
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Schroders plc is a global asset management company providing investment solutions to institutional and retail clients, as well as high-net-worth individuals. The company offers a wide range of products, including equity, fixed income, multi-asset, private markets, and alternative investments. Schroders also provides wealth management services, catering to clients seeking personalized financial planning and portfolio management. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
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