- 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.
Our research capability
We devote significant resources to real estate research and were one of the first institutions in Europe to set up a dedicated real estate research team in 1990. The team, headed by Anne Breen, combines its specialist knowledge to give an overall view on the key market drivers and provide insights and recommendations to the real estate portfolio managers. Furthermore, we take on the research recommendations of our global strategy, equities and fixed income teams to build an overall picture of the environment for real estate.
We believe our dynamic research process allows us to identify key turning points in real estate cycles. This process underpins our detailed global return forecasts which form the backbone of the Real Estate House View. The forecasts and House View are reviewed at least quarterly. These are built on the insight of the analysts closely monitoring market triggers, along with the on-the-ground experience of our portfolio managers. The Real Estate House View drives asset allocation across direct real estate markets, listed real estate companies, indirect private vehicle holdings and derivatives.
Head of Real Estate Research & Strategy
Anne manages the output of one of Europe’s leading real estate research teams at Standard Life Investments. The team’s activities include forecasting UK, European, Asian and North American real estate markets. Her team provides input for all our real estate strategies and produces regular real estate market insights, including contributions to our industry-leading publications Global Outlook and Global Perspective.