Schroders unveils European Equity Impact strategy in response to client demand
News Release
23 May 2024
Schroders today unveils Schroder ISF1 European Equity Impact2 , a strategy created in response to investor demand for impact-driven investment solutions in European equities.
Schroder ISF European Equity Impact will be managed by Leon Howard-Spink and Paul Griffin, expert European equity fund managers with more than 25 and 20 years of investment experience respectively.
The fund3 consists of a concentrated portfolio of highly innovative, European-listed companies that are actively contributing to advancing the United Nations’ Sustainable Development Goals (SDGs). It also integrates Schroders' in-house Impact Framework which has been developed in partnership with BlueOrchard, receiving top ratings from BlueMark for its alignment with the Operating Principles for Impact Management.
The investment process includes extensive due diligence in the form of proprietary impact scorecards..
Active ownership and engagement are key, with the fund incorporating multi-year engagement plans, developed in close partnership with Schroders' Head of Engagement, for each investment in the portfolio. This approach ensures that companies are actively encouraged to improve their impact over time.
As an Article 9 fund under SFDR4, this launch reflects Schroders' dedication to integrating impact considerations into its investment strategies across different regions.
Leon Howard-Spink, Fund Manager at Schroders, said:
"Schroders' comprehensive Impact Framework identifies innovative European companies that align with SDGs. By integrating impact considerations into our stock-picking approach, we believe we can deliver a positive societal impact whilst aiming for attractive long-term returns for our investors."
Paul Griffin, Fund Manager at Schroders, commented:
"Through active ownership and engagement, we aim to not only invest in companies making a positive impact but also actively support their journey towards sustainable development. By working closely with companies, we can drive meaningful change and contribute to a more sustainable future."
1 Schroder International Selection Fund
2 Schroder International Selection Fund European Equity Impact A Distribution EUR (schroders.com)
3 This fund is a transition from the SISF European Innovators into a new strategy
4 Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector.