Katherine Davidson

Portfolio Manager, Global Sector Specialist


Katherine Davidson is a Portfolio Manager / Global Sector Specialist at Schroders, which involves covering the consumer discretionary sector and is co-portfolio manager for the team’s Global Sustainable Growth strategy that evolved from the Global Demographic Opportunities strategy, launched in 2010. Katherine was instrumental in the conception, launch and management of both strategies. She joined Schroders in 2008 and is based in London.

Katherine was a Research Associate at Schroders from 2008 to 2010, which involves research into demographic trends.
Qualifications: CFA Charterholder; BA in Philosophy, Politics and Economics from Oxford University.

Presentation overview:

Why assessing sustainability is too important to outsource

There are a multitude of sources available to investors who want to assess a company’s sustainability. These can be useful for highlighting issues and sourcing data, but we believe that for managers to really understand their investments – and generate alpha – we need to do our own homework. Relying on third parties would be like trying to wear someone else’s glasses – we wouldn’t see a clear picture.

Katherine will illustrate some of the shortcomings of commonly-used scoring systems and the need for a proprietary approach. She will introduce the novel framework used by the Schroders Global Sustainable Growth fund as well as Schroders’ award-winning ‘SustainEx’ tool for measuring and reporting impact.

Click here to view the fund page.