- 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
At Standard Life Investments, we understand the challenges currently facing insurance companies across the globe. Changes in regulation and the difficult economic environment since the financial crisis have put pressure on insurers’ capital, solvency and reporting requirements. At the same time, there is a need to generate sufficient returns that meet their obligations. This is increasingly difficult in an environment of low interest rates and volatile financial markets. As a result, many insurers are looking for an experienced, insurance-literate asset manager with the infrastructure to provide a range of investment solutions that are both capital efficient and can generate yield.
History and heritage
We have a long history of managing insurance assets, both on behalf of our parent company Standard Life Group and for over 50 third-party investors around the world. This heritage means we have experience in meeting regulatory requirements including extensive asset and risk reporting.
We also have experience managing with-profits assets, helping Standard Life Group maximise returns while effectively hedging guarantees, and managing risk and capital requirements. Similarly, we have significant experience managing annuity portfolios, including developing new asset class capabilities that allow annuity providers to optimise risk-adjusted returns.
Comprehensive investment solutions
To meet the evolving needs of insurers, we have developed capabilities across a broad range of asset classes. These include investments that offer significant diversification and capital-efficient qualities across absolute return, emerging market debt, real estate lending, infrastructure, private equity, high yield and money markets. In addition, we can offer bespoke liability-aware solutions where appropriate, and assume fiduciary responsibilities for investors who would like to outsource investment decisions.
In managing these investments, we have built a strong track record, with 94% of our third-party assets above benchmark over three years. This performance is possible through the dedication and expertise of our investment teams, which total over 500 global investment professionals with an average of 19 years industry experience and eight years at Standard Life Investments (as at November 2015).
Dedicated to insurers
Our insurance clients can also count on support from our dedicated insurance solutions team, which manages relationships with both our internal and external insurance clients. The team contains actuaries that have significant experience within the investment industry and detailed knowledge of regulation, risk and actuarial matters. As a result, the team can provide clients with extensive support and industry insight. We also have a wider team of experienced investment professionals and actuaries throughout the business whom we can call on as appropriate.