- 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
Inside Global Insurance Investment
Insurance Capital Standards – Risks to going global
The International Association of Insurance Supervisors (IAIS) is developing a risk-based global Insurance Capital Standard (ICS)
PRA Consultation Paper – Illiquid Unrated Assets in MA portfolios
Experience since the introduction of Solvency II has demonstrated the substantial regulatory interactions required to efficiently access private credit assets.
Buy-out aware investment strategies for Defined Benefit (DB) pension funds
The ultimate aim of many UK DB pension schemes is to have sufficient assets to fund the buy-out of their liabilities by an insurance company.
Asian Actuarial Conference
Standard Life Investments’ Insurance Solutions team was honoured to present at the 20th Asian Actuarial Conference in early November 2016.
Insurance Risk Europe
Iain Forrester discusses the current drivers of insurance investment activity at the Insurance Risk Europe conference.
Towards a global capital standard
The insurance industry took another important step towards establishing a worldwide capital standard.
Regulatory developments in Singapore
The Singaporean monetary authorities launched a consultation paper on the development of a new risk-based capital framework for insurers in Singapore.
Internal credit ratings for Solvency II receive independent assurance
Standard Life Investments attained independent confirmation that its internal credit rating processes for a range of asset classes meet the standards demanded by Solvency II.
Insurance investment thought leadership award
Standard Life Investments won ‘Best Thought Leadership’ award for its recent European Insurance survey.
Asia Joint Regional Seminar
Speaking at the Asia Joint Regional Seminar, Bruce Porteous discussed the transition from guaranteed savings to a capital-light investment-linked products business model.
Recent thought leadership activity
Our team has had another busy quarter of thought leadership, presenting at conferences and seminars around the globe. Download a presentation on the specific choices and challenges that arise in Matching Adjustment asset strategy here.
The UK’s decision to leave the EU – what might it mean for Solvency II?
Whatever happens following the UK’s decision to leave the EU, Solvency II equivalence will likely be desirable for the UK.
EIOPA UFR consultation and the 2016 insurance stress tests
The setting of the UFR has particular relevance for European life businesses with significant long-term guaranteed liabilities.
Business and regulatory developments in Asia-Pacific insurance
Recent corporate newsflow shows that European Solvency II regulations are having a major impact on insurers operating in Asia.
Bermuda (re)insurers field-test new economic solvency approach
The Bermuda Monetary Authority (BMA) is continuing in its drive for Solvency II equivalence.
Solvency II goes live
Solvency II presents major business challenges for insurers, made all the more difficult by unprecedented low interest rates.
Unfunded gilt exposure and Matching Adjustment asset strategy
It can pay to shop around when seeking unfunded gilt exposure.
Asset data reporting for Solvency II
Q1 2016 marks the start of Solvency II-compliant reporting.
European insurance investment survey
The combination of low rates and Solvency II is prompting major shifts in asset allocation.
Matching Adjustment Investment Strategy
This white paper explores a complex area and has particular relevance for DB pensions and insurers writing annuity business.
Insurance Asset Management, Europe 2016
We are lead sponsor of the fourth annual Clear Path Analysis report titled Insurance Asset Management, Europe 2016.