- Investment Expertise
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.
We are committed to supporting the insurance sector and have a dedicated insurance solutions team.
- 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 2016 annual review.2016 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.
In this section you’ll find a range of training modules designed to help you get to grips with the complex topic of derivatives.
What are derivatives?
Derivatives are financial instruments whose value is based on an underlying asset, index, e.g. FTSE 100 Index, or reference rate, e.g. UK interest rates. For example, futures are an agreement to buy or sell a commodity/financial asset on a future date at a fixed price. If you agree to buy the future and subsequently the price of the asset increases before the agreed date, then the buyer makes a profit. However, the seller could be liable for extensive losses.
Used carefully, derivatives offer an effective means of implementing market views and managing risk. It’s often cheaper and more practical to gain exposure to markets using derivatives. However, derivatives also carry risks and if not used properly they can lead to increased volatility and result in substantial losses.
Reproduced in collaboration with MDA Training.