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.
Our engagement approach
In support of our ‘focus on change’ investment philosophy, we engage actively and regularly with the companies in which we are, or may become, a shareholder. 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. Our position as a leading asset manager allows us to build robust relationships with investee companies.
In our research and analysis of environmental, social and governance (ESG) issues, we identify any risks or opportunities we may wish to discuss with companies. We prioritise engagement with companies where there are serious concerns, where the company rates poorly on our sustainability rating tool and where we have a significant holding.
We set engagement objectives according to the circumstances of each company. The selection of investee companies and the results of our engagement are informed by and benefit our entire investment process. Our objectives may include the following: learning more about company strategy and performance; appraising company management; emphasising the importance of best practice on ESG issues and exchanging views.
We evaluate the success of many engagements at the time of the engagement. However, some engagements may require that a company take a number of actions and the outcome will not be immediate. In such cases, it may be appropriate to set an engagement mile stone, which allows us to assess what steps the company has taken throughout the engagement process. As a result of this process, we may meet with an investee company on a number of occasions on a particular issue.
Using external data providers and our own internal measurement system, we rate how companies approach ESG issues. We consider a company’s rating to enable the identification of both leaders and laggards within different sectors. This process is subject to on-going assessment and revision, as new sources of ESG data becomes available, and our internal processes evolve.
Below is an outline of our formal process which drives our engagement approach. Companies are identified using two broad areas including an example of company selection:
- Financial Exposure: Top holdings by value, in both equity and debt
- Weight of Influence: Significant percentage of holdings
- Client Drive: Commitment to individual client mandates and concerns, including those of our fund managers and analysts
Performance Based Targets
- Thematic Engagement: Focus on change philosophy, identifying trends and engaging with companies exposed to those trends
- Poor Performers: UN convention breaches, breaches of the Principles of the UN Global Compact, poor sustainability rating
- Event Driven Engagement: Engagement based upon significant market and ESG events impacting upon investee companies
|Overarching Criteria||Structured Targets||Performance Based Targets|
|Specific Engagement Criteria||Total
|Example Investee Company||X||X||X|
Our approach to engagement is to use our expertise and influence to encourage standards of best practice in companies' management of environmental and social risks and opportunities. This often involves long term engagement with investee companies focusing upon safeguarding the long term value of our clients’ investments.