Funds Group: Schroders
Management Company: Schroder Investment Management North America Inc.
Affected Funds: Schroder Long Duration Investment-Grade Bond Fund, Schroder Core Bond Fund, Schroder Emerging Markets Small Cap Fund*, Schroder North American Equity Fund, Schroder Short Duration Bond Fund** and Schroder Total Return Fixed Income Fund
Summary:
In addition, the adviser considers certain environmental, social and/or governance (ESG) factors when assessing investment opportunities that otherwise meet the adviser’s investment criteria. These factors may include, but are not limited to, business strategy, performance, financing and capital allocation, management, acquisitions and disposals, internal controls, risk management, the membership and composition of governing bodies/ boards and committees, sustainability, governance, remuneration, climate change, environmental and social performance.
*Fund closed as of 12/31/2019.
**Fund closed as of 12/13/2019