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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.
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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.
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- 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
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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
Scenario Analysis - The Way Forward
27 June 2014
Standard Life Investments, the global investment manager, considers a new approach to scenario analysis. The latest edition of Global Horizons examines in detail a new scenario analysis framework that has been developed by Standard Life Investments to explore potential portfolio weaknesses and tail risk. It is based on Entropy Pooling, which goes beyond the assumptions of traditional models to create richer scenarios that can be explained in terms of intuitive outcomes. This is an integral part of insuring that portfolio performance is robust in a diverse range of economic conditions.
Recent events in financial markets have reinforced the need to think seriously about tail risks as traditional risk systems were unable to warn of extreme losses and contagion across asset classes and markets seen during the financial crisis.
Jens Kroeske, Quantitative Investment Manager, Multi Asset Investing, Standard Life Investments, said:
“At Standard Life Investments we want to construct robust portfolios that will better withstand tail events and meet our clients’ needs. We believe that the value of successful scenario analysis should not lie in the exact specification of portfolio gains and losses in a specific scenario. Rather, forward-looking scenario analysis should be a tool used to explore potential portfolio weaknesses through the interaction of subject matter experts that specify scenario shocks, risk managers that model the inferred losses and fund managers that can use the results to challenge and enhance their intuitive understanding of the behaviour of their portfolios in extreme scenarios. This is what the Entropy Pooling methodology helps to achieve. Ultimately, however; success lies in the process of interaction between investment professionals that it enforces. This means that a team-based approach will achieve the best possible outcome for clients.”
The report is authored by Jens Kroeske, Quantitative Investment Manager, Multi Asset Investing, Standard Life Investments.