- 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.
Looking after your interests
You may have come across the term ‘engagement’ in connection with corporate governance or socially responsible investment. This is a process that allows us as fund managers to meet the companies we invest in, to review corporate progress and prospects. We view it as a vital part of our investment strategy, giving us a constructive opportunity to ask questions and challenge firms on the issues that could influence your investments.
Investing in relationships
Our philosophy of systematic engagement provides us with insights that feed through into our investment process, to the ultimate benefit of our clients.
Our ongoing relationships with company management underpin the robustness of our investment process. Our style of active engagement is designed to avoid, as much as possible, surprises that have the potential to change the fundamental standing, strategy or dynamics of the companies in which we invest.
Alongside our programme of regular company meetings, we’re also involved in a range of projects that contribute to the development of best practice standards of corporate governance and responsibility. For example, we sit on the ABI Investment Committee, the CBI Urgent Issues Task Force, and the Extractive Industries Transparency Initiative. All of these activities allow us to exert a positive influence on companies’ policy direction.
We often engage with regulators and politicians on key policy issues, and you’ll find some examples of these activities within the Letters, Statements & Articles section of the site. As we believe strongly in promoting transparency and accountability, we’ve also included our voting records.
Our engagement reports
Here you will find our Governance & Stewardship quarterly engagement reports. Please select the archive below for historical reports.