Our experience in operating across many different investment cycles and markets provides us with the context to manage change. Throughout these cycles, we have the people, philosophy and proficiency of process to plot what we believe is the right course for our clients’ assets.
We understand and value the role played by all our people in delivering exceptional performance. Each individual is accomplished in their own right. However, uniting all our distinct talents through teamwork is what really creates the unique advantage for our clients.
At Standard Life Investments we believe our business is successful because our clients and customers around the world have confidence that we have a depth of expertise, a commitment to excellence and a unique team of talented people dedicated to their needs.
The Lions are special. Four proud nations, one team, coming together to take on the ultimate challenge: to beat the best, to become legends.
With an active management style, our team of dedicated equity investment professionals is focused on generating consistent performance.
Private equity funds provide a compelling means for investors to enhance performance and diversify their portfolios.www.slcapital.com
We offer a wide range of government, investment grade credit, high-yield credit, emerging market debt, inflation-linked bond and multi-asset bond strategies.
Standard Life Investments is one of the largest real estate investment managers in the world.
Standard Life Investments is increasingly gaining a reputation as a provider of innovative multi-asset investment solutions.
To meet the evolving needs of insurers, we have developed capabilities across a broad range of asset classes.
- ESG Investment
- What is governance and stewardship?
- The UK Stewardship Code
- 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
- Our team
- Letters, Statements & Articles
- News & Events
- Useful links
- Governance & Stewardship Annual Review
- 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.
We’re committed to attracting and retaining the talented individuals necessary to maintain our position as one of the world's leading investment houses.
We’re firm believers in only recruiting individuals who we know will contribute to the overall success of the company. This calls for diverse skills and talents, so our recruitment process aims to highlight these attributes in each prospective employee.
Search for our latest vacancies. Find out all you need to know about current opportunities with us, and how to apply.
View our latest Press Releases.
Our dedication to meeting your financial needs is what drives us to deliver excellent performance. We've been delighted to receive a raft of industry awards in recognition of this commitment.
We regularly contribute to debate on topical issues shaping the investment management industry. Below you’ll find our most recently published articles, together with an archive.
We've included some background information on our press team to help you put a face to a name.
We adhere to a distinctive investment philosophy that we call Focus on Change. We believe that:
- company fundamentals ultimately drive stock prices
- the market is not efficient at pricing in these fundamentals when they are undergoing, or face the prospect of, material change
- different fundamental factors matter in different circumstances or stages of the investment cycle.
The application of this philosophy helps us to analyse the key factors driving the market price of an investment and to identify the drivers that the wider market may not be pricing in. Understanding the dynamics behind these drivers is what allows us to focus on the factors that will cause the market to change direction, and ultimately produce a revised price. Our aim is to anticipate what is changing and to exploit this before the market view comes into alignment with ours. We have found that the best opportunities come from investments where we not only have the deepest insights but also the greatest conviction that market expectations are going to change.
A Focus on Change opportunity can come in many different forms, such as a company restructuring/internal self-help, top-line growth acceleration, change in industry competitive dynamics, changes to the regulatory environment or technology improvements. Such change often leads to an increase in earnings, but may involve a valuation re-rating or a corporate action that crystallises value or cash return. Our philosophy is therefore style agnostic and neither inherently growth or value biased nor momentum driven. This provides us with the opportunity to outperform throughout the cycle.
Our core belief is that our experienced investment professionals can consistently add value to client portfolios by exploiting these market inefficiencies. They do so using a robust and repeatable investment process that is highly disciplined, research intensive and risk informed.
Ensuring a consistent approach
We ensure discipline through the use of a common investment language, which provides a framework for deliberation and debate. It allows us to quickly communicate ideas and insights across our organisation. This is where our team-based approach comes into its own – by generating an information advantage, we can easily exploit our deepest insights and strongest convictions across all the portfolios we manage. Every investment decision we make must be justified by answering five key questions.
- What are the key drivers?
- What's changing?
- What expectations are priced in?
- Why will the market change its mind?
- What is the trigger?
The more pieces of corroborating evidence we can amass, the greater the conviction we have on our investment positions.