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Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
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Filings indexed 7,585 across all filing types
Latest filing 2024-03-22 AGM Information
Country GB United Kingdom
Listing IL SDR

About Schroders PLC

https://www.schroders.com/

Schroders PLC is a global asset and wealth management company. It serves a diverse international clientele, including institutions, financial intermediaries, high-net-worth individuals, and family offices. The firm provides a broad range of actively managed investment solutions that span both public and private markets. Key business areas include comprehensive wealth management services, delivered through brands such as Cazenove Capital, and specialized private asset management, including renewable infrastructure investments. The company leverages its global platform and expertise to help clients achieve their financial goals.

Recent filings

Filing Released Lang Actions
Proxy form (post)
AGM Information Classification · 99% confidence The document explicitly contains the title "Annual Report and Accounts" and the "Notice of Annual General Meeting 2024 ('Notice of AGM')". It details the date and location of the AGM (Thursday 25 April 2024) and includes a Proxy Form and Poll Card for shareholders to vote on resolutions, including the reception of the Annual Report and Accounts, election of directors, and auditor appointment. Since the document is a combined package containing the formal notice for the AGM and the associated proxy materials, the most specific classification is AGM-R (AGM Information). Although the Annual Report and Accounts are mentioned, the primary function of this specific mailing/document is to solicit votes for the upcoming meeting, making AGM-R the best fit over 10-K (which would be the full report itself) or DEF 14A (which focuses only on remuneration). The document length is substantial (19k+ chars), suggesting it is more than just a simple announcement (RPA).
2024-03-22 English
Proxy form (deemed)
AGM Information Classification · 99% confidence The document explicitly mentions the 'Annual Report and Accounts' and the 'Notice of Annual General Meeting 2024' ('Notice of AGM'). It sets the date for the AGM (Thursday 25 April 2024) and includes a detailed 'Proxy Form' for shareholders to vote on resolutions, including receiving the Annual Report and Accounts, declaring dividends, and electing directors. The presence of the Proxy Form and the explicit reference to the AGM strongly indicates that this document is related to the Annual General Meeting process. While it mentions the Annual Report, the primary function of this specific communication, which includes the proxy voting mechanism, aligns best with AGM materials. Therefore, the classification is AGM-R (AGM Information).
2024-03-22 English
Notice of Annual General Meeting 2024
AGM Information Classification · 100% confidence The document is explicitly titled '2024 Notice of Annual General Meeting' and contains a detailed agenda, instructions for proxy voting, and resolutions to be considered at the meeting scheduled for April 25, 2024. This content directly aligns with the definition of materials shared during an Annual General Meeting (AGM). Although it mentions the '2023 Annual Report' and the 'remuneration report', the primary purpose and structure of this document is the formal notice and associated materials for the AGM itself, making 'AGM-R' the most appropriate classification. It is not the full 10-K, nor is it merely an announcement of a report (RPA), as it contains the substantive meeting details and resolutions.
2024-03-22 English
Annual Report and Accounts 2023
Annual Report Classification · 100% confidence The document is a comprehensive annual report for Schroders plc, containing a strategic report, governance information, financial statements, and shareholder information. It includes detailed financial performance metrics, chair and CEO statements, and auditor information. It is clearly the full annual report, not an announcement or summary. FY 2023
2024-03-22 English
Annual Report and Accounts 2023
Annual Report (ESEF) Classification · 100% confidence FY 2023
2024-03-22 English
Annual Report and Accounts 2023
Annual Report Classification · 100% confidence The document is titled 'Schroders plc Annual Report and Accounts 2023'. It contains comprehensive financial statements, strategic reports, governance information, and auditor reports for the full fiscal year 2023. It is clearly the primary annual reporting document for the company, fitting the definition of a 10-K (Annual Report). FY 2023
2024-03-22 English

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