- 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.
Although many investors are concentrating on the complex political timetable in 2017, they will gain more from understanding the drivers of the corporate earnings cycle.
Free cash flow metrics are important measures of companies' ability to generate cash for their providers of capital. A drill down into markets indicates which sectors have generated cash flow and if they are investing to maintain sustainability.
Corporate cash flows have been deployed for M&A activity or returned to shareholders due to a perceived lack of investment opportunities. Investors are now rewarding firms that are reallocating cash towards investment.
Corporate cash use is telling of a late-stage credit cycle in developed markets. However, we do not foresee a recession approaching, especially with the prospect of US fiscal stimulus.
Despite the recent sell-off due to the rise in bond yields, some REIT sectors are well-placed to benefit from improving economic conditions and higher levels of inflation.