Schroders enters into strategic relationship with Hartford Funds to

Schroder Investment Management GmbH
Taunustor 1 (TaunusTurm) * 60310 Frankfurt
www.schroders.de
Pressemitteilung
Schroders enters into strategic relationship
with Hartford Funds to accelerate growth
plans in US
1 June 2016
Schroders has entered into a strategic relationship with Hartford Funds, a leading US based asset
management company that offers a broad range of actively managed strategies to US financial advisors
and their clients.
The relationship will involve Hartford Funds adopting 10 of Schroders’ existing US mutual funds, with
potential for the partnership to expand over time. The adopted funds will be advised by Hartford Funds,
sub-advised by Schroders, and renamed ‘Hartford Schroders Funds’. The funds, which include equity,
fixed income and multi-asset strategies, collectively have $2.2 billion in assets under management.1
Peter Harrison, Group Chief Executive at Schroders said:
“Hartford Funds is a high-quality company whose reach and scale makes them an ideal strategic partner
for Schroders. The addition of funds sub-advised by Schroders to Hartford Funds’ investment platform
will give investors in the US access to our diverse investment management expertise. This relationship
will enable us to build scale in our US intermediary business and accelerate our growth plans in the US
market.”
Jim Davey, President at Hartford Funds said:
“This relationship allows us to expand the breadth of our investment capabilities and continue to deliver
quality solutions to US investors, both now and in the future. Schroders’ history of product innovation
and disciplined investment processes reflect our belief in differentiated, long-term thinking that helps
investors meet their financial goals.”
1
As at 31 March 2016
Schroder Investment Management GmbH
Taunustor 1 (TaunusTurm) * 60310 Frankfurt
www.schroders.de
Hartford Funds has $73.6 billion assets under management2 and offers more than 45 funds in a variety
of styles and asset classes.
The fund adoptions are expected to be complete by the end of the third quarter of 2016, subject to
shareholder approval.
-ends-
Presseanfragen:
Deborah Weil
Schroder Investment Management GmbH
Taunustor 1 (TaunusTurm)
60310 Frankfurt am Main
Telefon: 069-975717-223
E-Mail: [email protected]
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Schroders plc
Schroders ist eine global tätige Asset-Management-Gesellschaft. Das von ihr verwaltete Vermögen belief sich
zum 31. März 2016 auf 324,9 Milliarden GBP (409,7 Milliarden EUR / 466,9 Milliarden USD). Unsere Kunden
sind große Finanzinstitute wie Pensionskassen, Banken und Versicherungsgesellschaften,
Gebietskörperschaften, Regierungen, gemeinnützige Organisationen, hoch vermögende Privatpersonen und
Privatanleger.
Mit 38 Standorten in 28 Ländern in Europa, Nord- und Südamerika, Asien und im Nahen Osten besitzen wir
eines der größten Niederlassungsnetze unter den reinen Asset-Management-Gesellschaften. Schroders blickt
auf eine über 200-jährige Tradition mit einer stabilen Eigentümerstruktur zurück. Bei unserem Investmentansatz,
beim Aufbau von Kundenbeziehungen und der Geschäftsentwicklung steht langfristiges Denken im Vordergrund.
Weitere Informationen über Schroders finden Sie unter www.schroders.de.
2
As at 31 March 2016