Schroders in Hong Kong
A long and trusted heritage
With a history dating back to the mid-nineteenth century, Schroders continues to be one of the 100 largest companies on the London Stock Exchange where we have been listed since 1959.
The cornerstone of our success is our ability to create value in line with evolving client and shareholder needs by identifying the opportunities most suited to our style of working during times of market change.
Schroders in Mainland China launched its first domestic private fund, which invests primarily in China’s A-share market by leveraging its on-the-ground research capabilities.
Schroders launched the Schroders Advanced Beta series that is specifically tailored for the Default Investment Strategy (“DIS”) under the Mandatory Provident Fund (“MPF”) regime, the first-of-its-kind for the MPF market in Hong Kong by investment approach.
Schroders received approval to sell its Hong Kong-domiciled Schroder Asian Asset Income Fund in Mainland China under the Mutual Recognition of Funds (MRF) scheme. Schroders’ Wholly Foreign-Owned Enterprise (WFOE) in Mainland China upgraded to an Investment Management Wholly Foreign Owned-Enterprise (IM WFOE), and expanded its business scope to investment management and asset management services.
Schroders in Mainland China received qualification of Private Securities Investment Fund Manager (PFM) status from the Asset Management Association of China (AMAC).
Schroders entered into a strategic relationship with Sun Life Hong Kong for its Mandatory Provident Fund (MPF) business.
Schroders entered into a strategic partnership with Bocom Schroders to expand its footprint on the mainland mutual fund market through the Mutual Recognition of Funds (MRF) scheme. Bocom Schroders serves as the master agent for Schroders funds on the mainland, and is responsible for fund registration, liaison with regulators, distribution via its established network, and provides support on fund marketing initiatives.
Schroders established its Wholly Foreign-Owned Enterprise (WFOE) in Mainland China.
Schroders celebrated its 40 years anniversary in Hong Kong.
Schroders launched its flagship Schroder Asian Asset Income Fund, a multi-asset product that aims to generate stable long-term income for investors by focusing on assets that provide sustainable yields. The fund reinforced Schroders’ position as a pioneer in multi-asset income investment.
April - Schroders standardised its Chinese name to “Shi Luo De” (施羅德投資).
Schroders unified its Chinese name to further integrate the Greater China market, and enhance the Schroders brand among multiple Chinese-speaking markets.
Schroders launched the Schroder Alternative Solutions Commodity Fund in Hong Kong, the first commodity futures and options funds on the market.
Schroders obtained QFII licence and investment quota of US$200m in China.
August - Schroders set up fund management JV with Bank of Communications and China International Marine Containers (Group) in China.
September - the JV launched the first equity fund for Chinese investors.
Schroders launched the Schroder Guaranteed Return Fund in Hong Kong, the first of its kind on the market.
With the introduction of the compulsory retirement plan, Mandatory Provident Fund (MPF), in Hong Kong, Schroders launched the Schroder MPF Master Trust, which offers scheme members a wide choice of up to 10 MPF portfolios (constituent funds) to suit each individual member's risk profile.
Schroders is the plan sponsor and investment manager, and is responsible for client servicing and investor education for members. The administration and trustee function are managed by HSBC Provident Fund Trustee (Hong Kong) Limited and BestServe Financial Limited, who are responsible for the administration and members' record keeping.
Schroders launched the pooled retirement product, Schroder Provident Plan (SPP).
As a leading manager of retirement plans in Hong Kong under the Occupational Retirement Schemes Ordinance (ORSO), Schroders developed an extensive range of fund management products and investor education material for the ORSO member choice retirement plan market. The SPP is a pooled retirement product that meets ORSO regulatory requirements.
Schroders was incorporated to conduct investment management services in Hong Kong.
First pension fund mandate in Hong Kong.
Schroders began providing retirement and surplus fund services in Hong Kong.
Schroders began to advise on investments across all major asset classes in developed and emerging countries; hedge funds, equities and bonds, money markets, private equities, and property.
Schroders became a market leader in managing investments on behalf of pension funds, government bodies, charities, corporations, unit trust holders, family groups and high net worth individuals throughout the world.
Asset management business commenced in Hong Kong.
Schroder Investment Management (Hong Kong) Limited was established.
In addition to managing assets, Schroders Hong Kong originally conducted investment banking activities.