- Investment Expertise
We are committed to supporting the insurance sector and have a dedicated insurance solutions team.
We’re finding that an increasing number of institutional, pension fund and high-net-worth investors are turning to private equity in order to enhance their portfolio performance.
- Our insight
The House View process provides a consistent macroeconomic framework to analysing global financial markets.
Our Head of Global Strategy, Andrew Milligan, introduces the latest edition of Global Outlook, a summary of our House View.
Standard Life Investments’ Global Strategy team provide regular analysis of the key economic data that has been influencing financial markets.
Our global strategists combine valuable experience, thorough research and analysis to tackle major issues of the moment.
Governance and stewardship is about making sure that companies’ operational processes and policies are robust and responsible.
- How we discharge our stewardship responsibilities
- Our policy for managing conflicts of interests
- How we monitor our investee companies
- Our guidelines for escalating engagement
- Our willingness to act collectively with other investors
- Our policy on voting and voting disclosure
- How we report on stewardship to our clients
We recognise the importance of transparency and accountability when it comes to our stewardship responsibilities. To this end, we have published an annual review of our governance and stewardship activities, which provides an account of how we have fulfilled our responsibilities. Please select the link below to view the 2015 annual review.2015 annual review
- Responsible Investment
We recognise that the management of environmental and social responsibilities is subject to many factors, and take into account the particular circumstances, industries and locations in which the companies operate.
We've produced guidelines on responsible investment to explain how we evaluate the environmental and social policies of the companies in which we are (or might be) an investor.
Our experience in operating across many different investment cycles and markets provides us with the context to manage change. Throughout these cycles, we have the people, philosophy and proficiency of process to plot what we believe is the right course for our clients’ assets.
- Secure content
The Absolute Return Bonds portfolio benefits from the combined expertise of our fixed income and multi-asset investing teams. In choosing portfolio strategies, we integrate our rigorous fixed income investment process with the portfolio structuring and risk management experience of our multi-asset specialists.
We generate investment ideas from the macroeconomic themes developed by our multi-asset investing team. We also include the tactical investment strategies that have been adopted by our fixed income specialists.
To select strategies, we follow a rigorous investment process involving a range of investment techniques, including fundamental macroeconomic analysis, quantitative research and valuation modelling. Strategies are then assessed from an expected risk, return, diversity and liquidity perspective. In addition, our risk experts analyse all ideas to understand the risk impact of a new strategy, both in isolation and on the portfolio as a whole.
Proposed strategies are reviewed and approved by our Bond Investment Group, our decision-making forum which provides expert qualitative assessment and complements the stringent quantitative analysis of our risk team. The Bond Investment Group bases its approval on three criteria:
- conviction in its return potential
- its effectiveness in mitigating risk
- its liquidity and scalability.
We implement approved investment strategies efficiently and effectively using conventional market instruments, e.g. direct investment and derivatives. The portfolio managers also make active asset allocation decisions and ensure the portfolio at all times meets robust risk management constraints.