Articles from Schroders

Schroders, a global investment manager with $1.1 trillion assets under management, today launched its Climate Adaptation Investment Framework. The framework helps investors assess opportunities arising from growing demand for infrastructure, technology, products and services that build resilience to physical climate impacts.

According to the Schroders 2026 US Retirement Survey, 52% of non-retired Americans are “concerned” or “very concerned” about outliving their assets in retirement. Despite these concerns, 45% are planning to file for Social Security benefits before reaching age 67 – the full retirement age for everyone born in 1960 or later, and just 10% plan to wait until age 70, when an individual reaches their maximum monthly benefit.

Global asset manager Schroders today announced the launch of the Schroders U.S. Autocallable Ladder Income ETF (TICKER: SALI), an exchange-traded fund (ETF) that seeks to deliver monthly income through exposure to a broad-based, laddered portfolio of autocallable structures – with risk management embedded into the strategy design. The ETF will be marketed and supported in partnership with CAIS, a leading alternative investment platform for independent financial advisors. Schroders partnered with SEI’s Advisors' Inner Circle Fund® (AIC) platform to launch the U.S. Autocallable Ladder Income ETF.

More than five years after the onset of the worst US inflation outbreak in a generation, the impact of rising prices continues to trouble retirees. According to Schroders’ 2026 US Retirement Survey, 49% of retirees report that their expenses in retirement are higher than they expected, and more than half (58%) don’t know how long their savings will last.

According to the Schroders 2025 US Retirement Survey, nearly 9-in-10 non-retired Americans (87%) are at least slightly concerned about not knowing how to generate income in retirement, and over half (53%) are “concerned” or “very concerned” about outliving their assets. Despite these challenges, 44% of non-retirees plan to file for Social Security benefits before reaching age 67 – the full retirement age for everyone born in 1960 or later, and just 10% plan to wait until age 70, when an individual reaches their maximum monthly benefit.

While the impact of tariffs on inflation remains to be seen, Schroders 2025 US Retirement Survey reveals a growing number of retired Americans are worried about the impact of rising prices on their savings. Just two in five retirees (40%) believe they have saved enough money for retirement, nearly half (45%) report their expenses in retirement are higher than they expected, and most (62%) admit they have no idea how long their savings will last.

According to the 2023 Schroders US Retirement Survey, only 10% of non-retired Americans say they will wait until 70 to receive their maximum Social Security benefit payments.

Schroders, a global asset manager, has today released a novel approach for the investment analysis of human capital management, evaluating the systems deployed to optimize the performance of a company’s workforce. Created with academic support from the Oxford Rethinking Performance Initiative at Saïd Business School, University of Oxford, and in partnership with California Public Employees’ Retirement System (CalPERS), the analysis confirms that human capital is a clear driver of company productivity and profitability and that companies with durable management frameworks create stronger returns and value for investors.

Schroders, a global asset manager, today released the findings of its annual Global Investor Study which found that many U.S. investors believe investing sustainably can help ensure long term profitability, and that they seek out opportunities to tailor their sustainable investing options to match their personal beliefs.

According to the Schroders 2022 U.S. Retirement Survey, 86% of non-retired Americans 45 and older are aware they could receive higher Social Security payments by delaying the start of their benefits, yet just 11% of respondents plan to wait to age 70 – the age at which an individual reaches their maximum monthly benefit – to begin taking their Social Security benefits.

Global asset manager Schroders today announced new hires and leadership changes to the American distribution team. The announcement is part of Schroders’ strategy to drive continued growth and further align with evolving client needs.

According to the Schroders 2022 U.S. Retirement Survey, working Americans say on average it will take $1,100,000 in savings to retire comfortably, but 56% say they expect to have less than $500,000 saved, including 36% forecasting less than $250,000 in savings. Only about one-quarter (24%) expect to reach the $1,000,000 mark in retirement savings.

US institutional investors focus more on ESG data and social factors than their global counterparts, according to a new study by global asset manager Schroders.

According to the Schroders 2021 US Retirement Survey, just 10% of non-retired Americans ages 45 and older are planning to wait until age 70 – the age at which an individual reaches their maximum monthly benefit – to begin taking their Social Security benefits.

According to the Schroders 2021 US Retirement Survey, 37% of defined contribution plan (DC) participants said they are offered ESG-related investment options by their employer, while 40% said they did not know.