- 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
Our core investment process is the product of our Focus on Change philosophy, and combines asset allocation, security selection, portfolio construction, dealing and risk management.
We believe high-quality research drives outperformance and so we carry out rigorous research in all the major financial markets. We have invested heavily in state-of-the-art technology and have built proprietary systems to add value at every stage. While the investment process for each asset class is different, there are some core elements:
The Global Investment Group (GIG) considers where markets are in their own cycles and determines the best allocation of assets, between equities, bonds and other types of investment. This group is made up of senior investment professionals and is responsible for providing overall strategic and tactical focus to our decision-making process. This focus finds expression in the House View, which communicates the most favored and least favored asset classes in the construction of client investment portfolios.
Our asset managers focus on selecting the best possible individual assets. They analyze the key drivers of prices, assess what’s factored in to these prices, and judge what is likely to shift investors’ expectations. Combined analyst and portfolio management responsibilities mean our asset managers must have the highest conviction in the assets they recommend. These recommendations can only be included in our portfolios once they've been peer reviewed.
Our asset managers select the most convincing investment ideas to construct portfolios around specific benchmarks, while also taking into account our clients’ risk profiles.
Our team of experienced dealers finds the best available terms in the market, allowing our asset managers to focus entirely on research and the construction of investment portfolios.
Our investment process doesn't end with the purchase of assets. We continually monitor our portfolios to ensure they are meeting their objectives within the defined risk parameters. We therefore have a dedicated risk management team that measures and monitors risk. In addition, our asset managers play an active role in managing risk within clients’ portfolios.