Schroders

United Kingdom

$924B in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$57.2B
8%
1.6%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $57.2B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Iberdrola SA60.8%
Kyushu Electric Power Co Inc10.7%
AGL Energy Ltd6.7%
Origin Energy Ltd6.6%
National Grid PLC6.1%
BKW AG2.5%
Contact Energy Ltd1.8%
Brazilian Electric Power Co1.3%
Vistra Corp0.8%
Vestas Wind Systems A/S0.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Bayerische Motoren Werke AG62.3%
Great Wall Motor Co Ltd28.2%
Tesla Inc5.0%
SAIC Motor Corp Ltd1.1%
Toyota Motor Corp0.9%
Kia Corp0.7%
Maruti Suzuki India Ltd0.4%
Ferrari NV0.4%
Mazda Motor Corp0.3%
BYD Co Ltd0.3%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
China Shenhua Energy Co Ltd61.9%
Whitehaven Coal Ltd32.0%
Yankuang Energy Group Co Ltd6.2%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Shell PLC53.9%
Equinor ASA22.6%
China Petroleum & Chemical Corp14.3%
CNOOC Ltd2.0%
Oil Search Ltd1.8%
Santos Ltd1.3%
Parex Resources Inc0.6%
Harbour Energy PLC0.5%
MEG Energy Corp0.4%
ENEOS Holdings Inc0.4%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$43.3B
8.3%
22%
Luxembourg
$6.27B
N/A
N/A
Luxembourg
$5.71B
N/A
N/A
Luxembourg
$4.62B
N/A
N/A
Luxembourg
$4.56B
N/A
N/A
Luxembourg
$3.98B
N/A
N/A
United States
$2.99B
8.2%
20%
Luxembourg
$2.81B
N/A
N/A
Luxembourg
$2.39B
N/A
N/A
Luxembourg
$2.22B
N/A
N/A
Luxembourg
$2.11B
N/A
N/A
United Kingdom
$1.78B
N/A
N/A
Luxembourg
$1.78B
N/A
N/A
United Kingdom
$1.68B
N/A
N/A
Singapore
$1.66B
4.0%
3%
Luxembourg
$1.62B
N/A
N/A
United States
$1.55B
1.3%
N/A
United Kingdom
$1.55B
N/A
N/A
United Kingdom
$1.52B
N/A
N/A
United Kingdom
$1.46B
N/A
N/A
United Kingdom
$1.39B
N/A
N/A
Luxembourg
$1.3B
N/A
N/A
United Kingdom
$1.26B
N/A
N/A
Luxembourg
$1.15B
N/A
N/A
United Kingdom
$1.07B
N/A
N/A
United Kingdom
$1.05B
N/A
N/A
United Kingdom
$983M
N/A
N/A
United Kingdom
$945M
N/A
N/A
United Kingdom
$941M
N/A
N/A
United Kingdom
$913M
N/A
N/A
United Kingdom
$894M
N/A
N/A
United Kingdom
$871M
N/A
N/A
United Kingdom
$825M
N/A
N/A
Luxembourg
$739M
N/A
N/A
United Kingdom
$734M
N/A
N/A
Luxembourg
$730M
N/A
N/A
Luxembourg
$721M
N/A
N/A
United Kingdom
$715M
N/A
N/A
United Kingdom
$660M
N/A
N/A
Singapore
$637M
0%
N/A
Luxembourg
$629M
N/A
N/A
Luxembourg
$571M
N/A
N/A
Luxembourg
$558M
N/A
N/A
United Kingdom
$540M
N/A
N/A
Hong Kong
$519M
N/A
N/A
Luxembourg
$517M
N/A
N/A
Luxembourg
$482M
N/A
N/A
Luxembourg
$466M
N/A
N/A
United Kingdom
$454M
N/A
N/A
United Kingdom
$437M
N/A
N/A
Hong Kong
$408M
N/A
N/A
United Kingdom
$388M
N/A
N/A
Hong Kong
$373M
N/A
N/A
United Kingdom
$366M
N/A
N/A
Luxembourg
$347M
N/A
N/A
United Kingdom
$330M
N/A
N/A
United Kingdom
$317M
N/A
N/A
United Kingdom
$305M
N/A
N/A
United Kingdom
$289M
N/A
N/A
Luxembourg
$283M
N/A
N/A
Luxembourg
$276M
N/A
N/A
United Kingdom
$263M
N/A
N/A
United Kingdom
$250M
N/A
N/A
Luxembourg
$249M
N/A
N/A
United Kingdom
$248M
N/A
N/A
United Kingdom
$238M
N/A
N/A
Luxembourg
$220M
N/A
N/A
Luxembourg
$218M
N/A
N/A
Luxembourg
$197M
N/A
N/A
United Kingdom
$185M
N/A
N/A
United Kingdom
$181M
6.3%
-7%
Luxembourg
$174M
N/A
N/A
Singapore
$151M
5.4%
-20%
United Kingdom
$141M
N/A
N/A
United Kingdom
$140M
N/A
N/A
United Kingdom
$137M
N/A
N/A
United Kingdom
$123M
N/A
N/A
United States
$120M
1.7%
N/A
Singapore
$107M
N/A
N/A
United Kingdom
$104M
N/A
N/A
Luxembourg
$98.4M
N/A
N/A
United Kingdom
$95.8M
N/A
N/A
Australia
$83.4M
9.1%
-8%
United Kingdom
$80.0M
N/A
N/A
Hong Kong
$78.3M
4.3%
-16%
Australia
$65.8M
4.8%
-15%
Luxembourg
$65.2M
N/A
N/A
Japan
$62.8M
6.7%
-5%
United Kingdom
$57.9M
N/A
N/A
South Korea
$56.1M
N/A
N/A
Luxembourg
$55.0M
N/A
N/A
United Kingdom
$45.0M
N/A
N/A
Argentina
$38.3M
N/A
N/A
South Korea
$37.6M
N/A
N/A
United Kingdom
$37.5M
N/A
N/A
Singapore
$33.1M
N/A
N/A
United Kingdom
$32.4M
N/A
N/A
Japan
$31.3M
4.2%
-13%
Luxembourg
$31.0M
N/A
N/A
Switzerland
$20.0M
0%
N/A
Australia
$19.6M
2.8%
N/A
Luxembourg
$18.9M
N/A
N/A
Luxembourg
$13.1M
N/A
N/A

Stewardship

B
Performance Band

67%
Voting Percentage

Detailed Evidence Used to Assess Schroders

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

C-
Performance Band

60%
Organisation Score

57%
Relationship Score

Detailed Evidence Used to Assess Schroders

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Schroders - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
60%
 
60%
 
49%
 
49%
 
51%
 
51%
 
50%
 
50%
 
58%
 
58%
 
56%
 
56%
 
49%
 
49%
 
82%
 
82%
 
71%
 
71%