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SCHRODER INVESTMENT MANAGEMENT GROUP

13F
SCHRODER INVESTMENT MANAGEMENT GROUP
Last update 2024-11-13 1135 Stocks (95 new)
Value $97.24 Bil Turnover 9 %
Countries:
Portfolio Report

SCHRODER INVESTMENT MANAGEMENT GROUP Profile

The Schroder Investment Management Group can be traced to when Johann Heinrich Schröder became a partner at the firm of his brother, establishing J. Henry Schröder & Co. in 1818. By 1970, the company would have established a presence in Latin America and Asia, bringing Japan’s first foreign loan to the London Market. Baron Bruno Schroder, along with Frank Tiarks, would restructure business operations and considerations aid the company’s growth starting in 1895. In the 1923, as New York emerged as a financial center, Schroder would take advantage of the situation and establish a firm there. In the same decade, J. Henry Schröder & Co. would develop an investment department. By the 1950s, the company would be converted into a private company, renamed Schroders Ltd. The company would then have its IPO and be listed on the London Stock Exchange in 1959. The 1960s and 70s would see the company focus on international expansion, establishing a presence in each of the major financial markets. The rest of the century would be spent growing organically and acquiring companies such as Helbert, Wagg & Co. and Wertheim & Co. Inc. as of 2015, the company manages total assets worth approximately half a trillion dollars, managing for its large client base including charities, pension funds, insurance companies, corporations, local and public authorities, and high net worth individuals. Schroder Investment Management Group has continued to focus on international expansion, now having 37 offices in 27 countries to provide its products and services through. The company has over 3500 employees and generates an annual revenue of over 3 billion dollars, translating to $650 million in net income. Some of Schroder's notable mutual funds include The US Opportunities Fund, US Small and Mid-Cap Opportunities Fund, Global Multi-Cap Equity Fund, International Alpha Fund, and Emerging Markets Multi-Cap Equity Fund.
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