Solutions
Bespoke portfolio solutions for specific outcomesDeep expertise and experience in structuring tailored solutions
Schroders Capital builds multi-private asset solutions for the most complex investment challenges, delivering specific outcomes for both institutional and intermediary clients.
Adopting an asset-class agnostic approach, our dedicated solutions team plugs into a global network of 280+ investment professionals and a broad private markets toolkit to build bespoke portfolio solutions for clients. Through our innovative fund structures, we provide a wider variety of investors access to private assets, taking into account specific returns objectives, liquidity criteria, and S&I requirements.
Working collaboratively with client teams, our support ranges from portfolio and treasury solutions to bespoke structuring and implementation, and expert advisory.
Serving Institutional Investors and Intermediaries
“We’re focused on delivering the right outcomes for clients. We appreciate that every client has different objectives, which is why we build tailor-made investment solutions powered by Schroders’ best-in-class resources.”
Co-Head of Private Asset Sales and Head of Private Asset Solutions
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We believe integrating ESG considerations into our investments creates more resilient assets supporting financial returns. We aim to determine ways our portfolio can reduce impact on the environment and enhance social benefits for our tenants and surrounding communities. We have made a Net Zero Carbon Commitment and our Pathway is available here.
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Our leadership
With strong local footprints in the world’s most attractive real estate markets, including the UK, Europe and Asia, our investors trust us to source what we consider the most sought-after investment opportunities and complex development projects.
Meet our teams that bring local expertise from around the world
Key Investment Risks
Volatility risk: The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
Liquidity risk: There may be very limited liquidity available via the secondary market of the proposed Fund given the underlying private credit assets and investors should consider an investment only if they intend to hold it for the life of the proposed Fund. Liquidity of the underlying investments might not be sufficient to meet investor subscription and redemption requirements.
Interest rate risk: A rise in interest rates generally causes bond prices to fall.
Credit risk of underlying issuers/lenders: A decline in the financial health of an issuer/lender can cause the value of its bonds/ loans to fall or become worthless.
Currency risk: The fund can be exposed to different currencies. Changes in foreign exchange rates could create losses.
Counterparty risk: The counterparty to a derivative or other contractual agreement or synthetic financial product could become unable to honour its commitments to the proposed fund, potentially creating a partial or total loss for the proposed fund.
Derivatives risk: A derivative may not perform as expected, and may create losses greater than the cost of the derivative.
Concentration risk: The proposed Fund may be concentrated in a limited number of geographical regions, industry sectors, markets and/or individual positions. This may result in large changes in the value of the fund, both up or down, which may adversely impact the performance of the fund.
Gearing risk: The proposed fund may borrow money to invest in further investments. Gearing will increase returns if the value of the investments purchased increase in value by more than the cost of borrowing, or reduce returns if they fail to do so.
Valuation risk: The underlying private credit assets may be subject to inadequate pricing reliability. In addition, property-based vehicles invest in real property, the value of which is generally a matter of a valuer’s opinion.
Industry/country risk: Legislative changes, changes in general economic conditions and increased competitive forces may affect the value of investments. Additional risks may include greater social and political uncertainty and instability and natural disasters.
Infrastructure asset risk: Infrastructure assets expose investors to additional risks, in particular construction risk (e.g. construction delays, cost overruns, etc.) and deployment risk (e.g. capital being deployed in several instalments during construction period rather than upfront for brownfield investments).