- 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
We have designed the GFS investment process to capitalize on our extensive research at both a macro and micro level. In doing so, we aim to pool our best investment insights that we believe will add value over our two- to three-year timeframe.
We believe the most effective way to build a durably diversified portfolio is to capture investment ideas from a broad range of research methodologies. At a micro level, our asset class specialists undertake extensive research and analysis to gain insights into the key performance drivers and expected returns of potential investments. From this process, we can identify many investment themes. When combined with the macroeconomic insights of our multi-asset investing team, they provide an abundant source of opportunities for GFS.
Our senior investment managers and on-desk risk specialists must examine and approve proposed strategies before they can be included in GFS. Each strategy must fulfil our criteria regarding:
- conviction in its return potential
- its effectiveness in mitigating risk
- its liquidity and scalability.
We rigorously examine and review new strategy proposals as they arise, and regularly requalify those already approved for the portfolio. Our aim is to assemble and maintain an array of strategies in which we have high conviction and that will work well together.
Portfolio construction and implementation
Once strategies have been approved, the portfolio managers, in consultation with colleagues in our risk and implementation teams, determine:
- the allocation to each strategy
- the type of instrument to be used in implementation
- the timing of trade entry and execution strategy.
We can use all conventional derivative instruments to express investment ideas, provided these offer clear, regular pricing and good liquidity.
In constructing GFS, the team examines how individual strategies interact with one another. This helps us build a portfolio that we believe will deliver positive returns in multiple economic scenarios and be resilient to market shocks.