- 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.
Principle 5 - Our willingness to act collectively with other investors
Standard Life Investments is willing to act collectively with other UK and overseas investors in order to protect and enhance shareholder value or to otherwise address issues that are relevant to our clients’ best interests. Common topics for collective engagement include succession, board composition and nominations process, remuneration, audit and audit tenders, strategy and performance, risk appetite and risk management, human rights, labour concerns, and the environment.
In 2014, following the approval of a controversial remuneration scheme by a narrow margin at the AGM of a high profile clothing retailer we, along with other investors, began to engage with the company to express our concerns about governance arrangements more generally. We have continued to act with other investors in order to encourage an improvement in governance practice within this company.
In deciding whether or not to act collectively with other investors, we take into account a range of factors. In particular, these include:
- whether or not collective engagement is likely to be more effective than unilateral engagement;
- the degree to which the objectives of the other investors are aligned to our own;
- the need for confidentiality; and
- the context of the investee company and, exceptionally, the wider economy.
To assist us to participate effectively in collective engagement we maintain good working relationships with other institutional investors and we support collaborative engagements organised by representative bodies and others, when they are aligned with our clients’ interests. Refer to Principles 2, 3 and 4 for additional information regarding our approach to engagement and conflicts of interest.
We work with a number of organisations in order to participate in collective engagement including:
- Global Investors Governance Network
- Global Corporate Governance Forum
- Asian Corporate Governance Association
- The Investment Association
- The Investor Forum
- The PRI
- The 30% Club Investor Group
One of our Analysts recently attended an investor roundtable with representatives from the UK soft beverage industry to discuss its response to concerns about sugar and health. The roundtable covered regulatory risk, particularly in the UK; actions taken by the industry to help consumers make healthier choices; options for greater transparency on sugar; and the options available to the soft drinks industry to reformulate products to reduce the sugar content.
As investors, we look to understand how food and beverage companies are managing health and wellness through their business strategies.