- 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.
Investment philosophy and process
Distinctive investment philosophy
Our distinctive investment philosophy is called Focus on Change. It helps us to analyse the key factors driving the market price of an investment and to identify the drivers that the wider market may have missed. Essentially, we aim to capture anomalies and inefficiencies between consensus and non-consensus analysis of companies. We have found that the best opportunities come from the investments where we not only have the deepest insights but also the greatest conviction that market expectations are going to change.
Robust investment process
Our investment process takes a bottom-up approach, seeking to uncover those opportunities with real potential. Company meetings are an essential part of this process; in fact they are the source of the vast majority of our non-consensus investment insights. Our size and reputation ensures we have first-rate access to firms, through both structured meetings and regular conversations with key decision makers.
Stock selection and recommendations
Every investment idea must be justified by our five questions, which underpin the common investment language. Once an analyst has researched a stock, it is then subject to rigorous peer review, where ‘buy’ ideas are scrutinised and assessed for strength of conviction, materiality and timeframe.
Our portfolios are built from a bottom-up perspective and reflect our conviction in each stock. We continually monitor our portfolios to ensure they are meeting their objectives within the defined risk parameters. We have a dedicated risk management team, and our fund managers also play an active role in managing risk.