Case Study: Schroder Investment Management Ltd. achieves automated workflows and reduced operational risk with SimCorp Dimension (SimCorp)

Schroder Investment Management Ltd. - Customer Case Study

Schroder Investment Management Ltd. faced rising operational risk and limited scalability after deciding to bring outsourced back‑office functions in‑house. Their 27‑year‑old, hard‑wired HP3000 platform was nearing end of life and could not support growth, acquisitions or evolving investment accounting needs for equity and multi‑asset portfolios. Schroder selected SimCorp and its SimCorp Dimension solution to replace the legacy book‑of‑record platform.

SimCorp implemented SimCorp Dimension as the central portfolio book of records, using an innovative “model office” for live testing and a phased, balance‑forward migration. The project went live on time and on budget, rationalized roughly 4,500 legacy reports down to about 250, and materially reduced operational risk — proven during extreme market volatility when the firm ran 16 split reporting cycles in one month. The SimCorp implementation also improved Schroder’s adaptability to change and was cited as a factor in an upgraded Fitch Asset Manager Rating and industry recognition.

Schroder Investment Management Ltd.

Matthew Oakeley

Head of Group IT