Asset Management Awards for Excellence 2019 – Best Fund Provider – Asia Ex-Japan Equity

Best Fund Provider Asia Ex-Japan Equity

 

Schroders

Best Fund Provider – Asia Ex-Japan Equity

Zal Devitre

head of private banks & global financial client group, Asia, Schroders

“Schroders is proud to offer a strong range of strategies across equities, fixed income, multi-asset, and alternatives. This breadth of capabilities equips us to be a go-to all-weather partner in the wealth management space. We pride ourselves on delivering strong client service — both on the ground in Asia and extending to other geographies where our partners do business or conduct due diligence.

Schroders has outstanding pedigree in managing active Asian equity strategies. We are committed to quality, bottom-up fundamental research, disciplined portfolio construction, and bringing attractive opportunities to our clients. More than anything else, it is the long-term performance of our strategies that speaks for itself and differentiates us from the field.

The outlook for 2019 is fraught with multiple risks, including end-cycle volatility, rising interest rates, and geopolitical tension — not all Asian equity strategies will weather this environment successfully. Being long-term investors with a strong fundamental discipline backed by proprietary research from our resourceful investment team helps us maintain an edge even in the most challenging market conditions.”

Winners rationale

Hamstrung by global trade uncertainties, rising rates amid Federal Reserve tightening, and a strong US dollar, 2018 was a rollercoaster ride for Asia ex-Japan equities. However, global fund house major Schroders adroitly weathered the storm by holding to a value proposition founded on long-term fundamentals and remaining cognisant of the importance of capturing selective opportunities in difficult times.

Indeed, its Asia ex-Japan equity funds, comprising high conviction, bottom-up stock picks, remain highly coveted by private banks and their clients who value unique ideas within the small- to mid-cap space.

It is within these sectors that Schroders has distinguished itself by dint of the quality and comprehensiveness of its investment coverage and proprietary research, enabling it to attain sound insights of businesses that would otherwise fly under the radar.

As active managers, Schroders’ investment philosophy and process are guided by a core focus on alpha generation via disciplined portfolio construction, which permeates its entire range of Asian strategies.

Amongst these, standout funds include the flagship Schroder ISF Asian Opportunities (five-star rated by Morningstar) and Schroder ISF Emerging Asia (five-star rated by Morningstar), as well as unconstrained strategies such as the Schroder ISF Asian Equity Yield and Schroder AS Asian Long Term Value Fund.

To achieve sustainable growth in the region, Schroders has organised its business to meet client needs at a local level while simultaneously maintaining consistency on par with its global strategies and operations.

Based in Singapore and Hong Kong, the firm’s Private Banks & Global Financial Client Group Team takes the form of an integrated unit that works collaboratively with specialists present in 29 markets around the globe.

As it continues to tread with care and precision in the region with its focus trained on favourable longer-term trends and businesses best-equipped to emerge unscathed from the ongoing slowdown, Schroders is Asian Private Banker’s Best Fund Provider – Asia ex-Japan Equity.


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