Inside the 103 iterations of the Schroders Value model in a bid to become ‘world-class’
For wealth professionals who diligence or monitor active equity managers, the episode offers a manager's account of process changes and product-line rationalisation at a large asset manager.
Summary
By the markets & outlook deskThe episode features Simon Adler, head of global value equities at Schroders, discussing changes he has made since taking over the team. It looks at the 103 iterations of the Schroders Value model and why he decided to axe the Emerging Markets Value fund, which he describes as distracting.
- Simon Adler is head of global value equities at Schroders.
- He discusses what he has changed since taking over the team.
- The episode covers 103 iterations of the Schroders Value model.
- Adler explains why axing the Emerging Markets Value fund was the right call, calling it distracting.
Similar items
Same topic Ken Fisher: What High Gas Prices Do to the Economy | FIFisher Investments |
Special Episode - Beyond the Ticker: The Road to Election Day | NDThe Nasdaq Dorsey Wright Podcast |
Unpacking JP Morgan’s lower middle market push | C9Cloud 9fin |
AI and the Future of Investment Decision-Making | Andrew Chin | CICFA Institute |
3 of the Best Smaller-Cap Stocks to Own | MoMorningstar |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.




