{
 "as_of": "2026-11-06",
 "cmr": "uk-cm-kg/LSE/SDR",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# SCHRODERS PLC (LSE Main Market: SDR) — research page\n\nAs of 2026-11-06 · uk-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is SCHRODERS PLC, listed on the LSE Main Market under ticker SDR, with ISIN GB00BP9LHF23 and LEI 2138001YYBULX5SZ2H24. Its security type is Corporate, its segment is SET1, its sector is Investment Banking and Brokerage Services [302020], and its jurisdiction is England and Wales as recorded in the Companies House jurisdiction field. The listing status on the record is listed, not halted.\n\n## The disclosure read\n\nThe record holds 1513 filings in the twelve months from 2025-11-06 to 2026-11-06, across 69 filing days. The median gap between filing days is 1.0 days. The latest filing is dated 2026-10-22, is of type ch_psc, and falls 15 days before the record date of 2026-11-06. The exchange median cadence gap is 4 days and the sector median cadence gap is 6 days. The exchange median latency is 3 days and the sector median latency is 4 days. The exchange median filings count is 29.0 and the sector median filings count is 34.\n\n## Auditor\n\nThe auditor of record is Ernst & Young LLP. The location of the auditor is not on the record. Auditor changes are not on the record.\n\n## Events and halts\n\nThe record does not carry listing, delisting, name change, domicile change or segment move entries, as no lifecycle type map is yet available for this register. The halt flag is listed, not halted.\n\n## Orderability\n\nThe outcome for elective professional client is determinable and the signal is ACM-200. The outcome for eligible counterparty is determinable and the signal is ACM-200. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, with chapter as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read. The count of research houses is 0.\n\n## Open research\n\nNo openly published research notes were found on the record. The count of notes is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed. No issuer years are sealed. The live record began on 2026-09-11. The years 2021, 2022, 2023, 2024, 2025 and 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.\n\n## Sources\n\n10 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (identity.exchange)\n- https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/SDR (identity.isin)\n- https://find-and-update.company-information.service.gov.uk/company/03909886 (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest (identity.lei)\n- https://www.londonstockexchange.com/stock/SDR/schroders-plc/company-page (identity.sector)\n- https://mcp.uk-cm-kg.ai/events/LSE/SDR (the disclosure lines)\n- https://marketsecurities.fca.org.uk/officiallist (the halt flag)\n- https://api.schroders.com/document-store/SIF-AR-LUEN.pdf (the auditor)\n- https://mcp.uk-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.uk-cm-kg.ai/record/LSE/SDR (the record)\n",
 "market": "UK",
 "node": "uk-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-11",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the UK store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "read_by": "Tavily regex · adjudicated by Claude",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.schroders.com/document-store/SIF-AR-LUEN.pdf",
    "state": "filled",
    "value": "Ernst & Young LLP"
   },
   "auditor_firm_id": {
    "market": "UK",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "UK",
    "state": "not_on_record"
   },
   "changes": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "uk-cm-kg/LSE/SDR",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 892,
     "median_cadence_gap_days": 4,
     "median_filings": 29,
     "median_latency_days": 3,
     "name": "LSE Main Market"
    },
    "sector": {
     "issuers": 75,
     "median_cadence_gap_days": 6,
     "median_filings": 34,
     "median_latency_days": 4,
     "name": "Investment Banking and Brokerage Services  [302020]"
    }
   },
   "by_type": {
    "ch_accounts_filed": 1,
    "ch_confirmation_statement": 1,
    "ch_name_change": 2,
    "ch_officer_change": 2,
    "ch_other": 3,
    "ch_psc": 1,
    "ch_resolution": 3,
    "director_dealing": 6,
    "early_warning": 743,
    "financial_statement": 1,
    "regulatory_announcement": 750
   },
   "cadence_median_gap_days": 1,
   "filing_days": 69,
   "filings": 1513,
   "latency_days": 15,
   "latest": [
    {
     "category": null,
     "date": "2026-10-22",
     "source": "https://find-and-update.company-information.service.gov.uk/company/03909886/filing-history/MzU1MjM3NjYyM2FkaXF6a2N4/document?format=pdf&download=0",
     "title": "notification of a person with significant control statement",
     "type": "ch_psc"
    },
    {
     "category": null,
     "date": "2026-10-22",
     "source": "https://find-and-update.company-information.service.gov.uk/company/03909886/filing-history/MzU1MjIyNjU5N2FkaXF6a2N4/document?format=pdf&download=0",
     "title": "confirmation statement with updates — 2026-10-17",
     "type": "ch_confirmation_statement"
    },
    {
     "category": null,
     "date": "2026-10-07",
     "source": "https://find-and-update.company-information.service.gov.uk/company/03909886/filing-history/QUZCVU5BNElhZGlxemtjeA/document?format=pdf&download=0",
     "title": "resolution",
     "type": "ch_resolution"
    },
    {
     "category": null,
     "date": "2026-10-07",
     "source": "https://find-and-update.company-information.service.gov.uk/company/03909886/filing-history/MzU0OTY3NDMxOWFkaXF6a2N4/document?format=pdf&download=0",
     "title": "certificate re registration public limited company to private",
     "type": "ch_name_change"
    },
    {
     "category": null,
     "date": "2026-10-07",
     "source": "https://find-and-update.company-information.service.gov.uk/company/03909886/filing-history/MzU0OTY3NDMxOGFkaXF6a2N4/document?format=pdf&download=0",
     "title": "re registration memorandum articles",
     "type": "ch_other"
    }
   ],
   "latest_filing_date": "2026-10-22",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/SDR",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "LSE Main Market"
   },
   "isin": {
    "read_by": "LSE instrument reference record (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/SDR",
    "state": "confirmed",
    "value": "GB00BP9LHF23"
   },
   "jurisdiction": {
    "read_by": "Companies House REST API (company profile) (jurisdiction field)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://find-and-update.company-information.service.gov.uk/company/03909886",
    "state": "confirmed",
    "value": "England and Wales (Companies House jurisdiction field)"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (exact ISIN match)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest (isin-lei-20260911T071509.zip)",
    "state": "filled",
    "value": "2138001YYBULX5SZ2H24"
   },
   "name": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "SCHRODERS PLC"
   },
   "sector": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/SDR/schroders-plc/company-page",
    "state": "sourced",
    "value": "Investment Banking and Brokerage Services  [302020]"
   },
   "security_type": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "SET1"
   },
   "ticker": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "SDR"
   },
   "website": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/SDR/schroders-plc/company-page",
    "state": "sourced",
    "value": "http://www.schroders.com"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "UK",
  "node": "uk-cm-kg",
  "numbers_hash": "sha256:ca911847ecd05a8273cdc56accde3112c8bde9324a57156f60a2a10ba1dddf23",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "elective professional client",
    "eligible counterparty"
   ],
   "outcomes": {
    "elective professional client": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "eligible counterparty": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.uk-cm-kg.ai/book/aio.json",
    "door": "https://mcp.uk-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/uk/product-governance-fca-prod-sourcebook/r1",
   "section": "uk.aio.v16"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.uk-cm-kg.ai/record/LSE/SDR",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-09",
   "source": "https://marketsecurities.fca.org.uk/officiallist",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:ca911847ecd05a8273cdc56accde3112c8bde9324a57156f60a2a10ba1dddf23",
 "path": "/uk/LSE/SDR",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is SCHRODERS PLC, listed on the LSE Main Market under ticker SDR, with ISIN GB00BP9LHF23 and LEI 2138001YYBULX5SZ2H24. Its security type is Corporate, its segment is SET1, its sector is Investment Banking and Brokerage Services [302020], and its jurisdiction is England and Wales as recorded in the Companies House jurisdiction field. The listing status on the record is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 1513 filings in the twelve months from 2025-11-06 to 2026-11-06, across 69 filing days. The median gap between filing days is 1.0 days. The latest filing is dated 2026-10-22, is of type ch_psc, and falls 15 days before the record date of 2026-11-06. The exchange median cadence gap is 4 days and the sector median cadence gap is 6 days. The exchange median latency is 3 days and the sector median latency is 4 days. The exchange median filings count is 29.0 and the sector median filings count is 34.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Ernst & Young LLP. The location of the auditor is not on the record. Auditor changes are not on the record.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record does not carry listing, delisting, name change, domicile change or segment move entries, as no lifecycle type map is yet available for this register. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome for elective professional client is determinable and the signal is ACM-200. The outcome for eligible counterparty is determinable and the signal is ACM-200. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, with chapter as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read. The count of research houses is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record. The count of notes is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed. No issuer years are sealed. The live record began on 2026-09-11. The years 2021, 2022, 2023, 2024, 2025 and 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "10 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer"
  },
  {
   "for": "identity.isin",
   "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/SDR"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://find-and-update.company-information.service.gov.uk/company/03909886"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest"
  },
  {
   "for": "identity.sector",
   "source": "https://www.londonstockexchange.com/stock/SDR/schroders-plc/company-page"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/SDR"
  },
  {
   "for": "the halt flag",
   "source": "https://marketsecurities.fca.org.uk/officiallist"
  },
  {
   "for": "the auditor",
   "source": "https://api.schroders.com/document-store/SIF-AR-LUEN.pdf"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.uk-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.uk-cm-kg.ai/record/LSE/SDR"
  }
 ],
 "title": "SCHRODERS PLC (SDR) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}