- 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.
Putting your principles into practice
Ethical funds are a popular choice for people concerned about environmental and social issues. Investing ethically can provide the satisfaction that comes from putting personal values into practice, as well as offering the potential for financial return.
Our approach to ethical investments
We’ve long recognised the importance of providing you with a choice of funds, suited to your individual circumstances, objectives and preferences. In fact, it's now almost a decade since we launched our first ethical OEIC fund. We apply strict negative criteria to our ethical funds, so that if a company’s involved in any of the activities on our list, we won’t invest in it.
In other words, we offer you all the benefits of stock market investment while respecting your ethical principles. We’re also the only ethical fund provider to carry out an annual survey of ethical investor sentiment, since we’re keen to actively recognise and reflect your concerns.