Simon is a senior portfolio manager within the global Multi-Asset team and has specific responsibility for Schroder’s Australian Fixed Income and Multi-Asset Investment capability managing over USD 10 billion in assets.
Simon has over 30 years of industry experience joining Schroders in 2003 as Head of Strategy, before assuming overall responsibility for the Australian Multi-Asset capability in 2004. Simon was instrumental in developing Schroders “objective based” investment capability, launching the highly successful Schroder Real Return (CPI+5%) Fund in 2008. In 2016, Simon and his team launched the SISF Global Target Return Fund which uses the same investment process as the long standing Australian strategy but with an objective of achieving returns above USD cash. Simon is the lead portfolio manager for both strategies.
Simon holds a Masters in Applied Finance from Macquarie University and a Bachelors degree in Economics from the University of Sydney.
Suppressed yields in fixed income and elevated equity valuations have put future returns under pressure. Investment teams have a few choices – take more risk or think differently about how portfolios are structured.