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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.
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
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- 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
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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.
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The Global World of Governance & Stewardship
02 March 2016
Standard Life Investments, the global investment manager, has issued its Governance & Stewardship Annual Review for 2015. The report provides an account of its engagement and voting activities during the year as well as insights into Standard Life Investments’ views on some of the key global developments in governance & stewardship.
Standard Life Investments is a strong supporter of good stewardship and believes it is mutually beneficial for companies and long-term investors, such as Standard Life Investments, to have a relationship based on accountability, engagement and trust. Over 2015, 22% of one-to-one governance meetings were with companies outside the UK compared to 9% in 2014. Highlights included:
- Europe – increased direct engagement with company boards. In Italy Standard Life Investments took part for the first time in the ‘vota da lista’ process by which board directors and statutory auditors are nominated to the AGM by minority shareholders.
- Japan – Standard Life Investments continued its engagement with other investors to highlight the need for greater independent representation on boards
- US – Standard Life Investments has expanded the scope of its engagement activities with US companies and has generally favoured proposals for proxy access that emanate from the companies themselves.
- UK – Standard Life Investments continues to believe that audit and board succession are important themes for active engagement. Globally, the evolution of accounting and auditing standards will continue to be important.
During 2015, as well as engaging with companies about a range of corporate governance issues such as board composition, succession planning, executive pay and audit tendering, Standard Life Investments continued to hold boards to account and voted on 21,056 resolutions (2014 – 20,438) at 1,732 shareholder meetings (2014 – 1,633) voting against management recommendations on 1,248 resolutions (2014 – 907).
Commenting, Guy Jubb, Global Head of Governance & Stewardship, Standard Life Investments, said:
“The role of asset managers and their use of Environmental, Social and Governance (ESG) factors in making investment decisions is receiving increasing focus around the world. At Standard Life Investments, the analysis and mitigation of the ESG risks of companies has been integral to our investment proposition since 1992 and these activities will continue to develop as they become increasingly important to clients, advisers, regulators and policy makers.”
Mike Everett, Governance & Stewardship Director, Standard Life Investments, said:
“Looking forward, we will further strengthen our capabilities and use the various channels open to us as an increasingly influential global asset manager to raise the standards of governance and stewardship around the world for the benefit of our clients.”