- 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
Long term returns a 10 year view
21 January 2013
Standard Life Investments, the global investment manager, offers a 10 year return estimate for a range of asset classes in the major global economies, based on a combination of several important key assumptions. At year end it is common place for investors to look forward over the coming 12 months but experience shows that such estimates can often be no better than a leap in the dark as unexpected short term shocks can throw markets away from fundamentals.
In the latest edition of Global Outlook, the leading investment house highlights the benefits to investors in making longer term return estimates based on thorough research and a repeatable investment process. These include the potential ability to profit from periods of short term mis-pricing as well as the confidence to pursue illiquid investment opportunities which could yield above average returns in the long term. Standard Life Investments believes that the discipline of making a long term estimate forces investors to decide on credible key assumptions and assess the sensitivity of the final numbers, helping them to align risk to long-term investment return objectives.
Keith Skeoch, Chief Executive, Standard Life Investments said:
"2012 saw stock-picking rewarded as investors started to look through the big picture, as can be demonstrated by the performance of many of our equity funds. Robust equity returns at a time when macro concerns remain high may be a sign that the nature of returns are changing, back to a focus on the fundamentals, the importance of research and a robust and repeatable investment process.
"The long-run signals do suggest that the return environment shaped by the post crisis world is starting to change. I firmly believe that it was never a question of simply ‘risk on, risk off’, but more ‘where is risk likely to be rewarded?’ History and common sense suggest that looking forward this is unlikely to be the safe-haven assets, where prices are still close to 100-year highs.
"It will take time for the new return environment to emerge. However, there is an increasing probability that it will do so in 2013, with truly sustainable business models and income important elements driving returns."
Based on Standard Life Investments’ robust Focus on Change investment process, the global asset manager believes portfolios over the next 10 years should be orientated more towards the riskier end of the spectrum, namely equities and real estate, and less towards government bonds.