• Investment approach

Our investment Approach

We take a flexible and dynamic approach to investing, which is underpinned by three key principles.

 

Client driven, outcome orientated

The investment needs of our clients drive everything we do. We provide a full range of investment solutions that can address their specific needs for income, growth or both – our experts are able to build portfolios specifically aligned to these goals. While no investment is risk free, we can offer options that help provide some insulation from the worst of the market’s volatility and can also accommodate ethical considerations.

 

Active and forward thinking

The global investment landscape is constantly changing. As an active investment manager, these continual shifts can provide fertile hunting ground for compelling investment opportunities.

Our research-intensive approach focuses on identifying the drivers of change that could impact the value of our clients’ investments. These changes can be big or small, local or global. They can range from a specific company restructuring, regulatory reforms that could impact certain industries, to technological developments or issues as wide as shifting population trends. This depth of insight provides an information advantage with which we aim to generate better performance – ultimately growing our clients’ wealth more intelligently.

We are innovative in our approach and are continually developing ways to deliver next-generation, cost-effective investment solutions to our clients. By encouraging a forward-thinking culture, we aim to stay relevant to their needs – today and in the future.

 

Global reach

We strongly believe that by actively investing on a global basis across asset classes, we can offer clients the best opportunity to increase their real wealth, consistently and over the long term.

We have extensive resources at our disposal through the global footprint of the Aberdeen Standard Investments brand*. To have confidence and conviction in the investments we make, we strive to know the companies in which we invest, inside and out. A global reach helps us achieve this; enabling us to identify diverse investment ideas across the globe and ensuring our portfolios can be positioned to benefit from an ever-changing world.

*Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments. Standard Life Wealth is part of the Standard Life Investments group.

 

Investment process

Our core investment process is built on expert insights, high-quality research, skilful portfolio construction and a rigorous risk framework.

Our aim is to add value at every stage through this combination of analytical expertise, diligent selection of investments and continual review of the assets that we hold on our clients’ behalf.

 

Investment approach

 

Responsible investing

We understand that clients may wish to reflect their beliefs and values in the investments they hold. At Standard Life Wealth, we have a clear focus on responsible investment. By incorporating environmental, social and governance (ESG) factors into our investment process, we can meet the needs of our clients, while investing with respect and responsibility.

What's more, we believe that understanding ESG factors and actively engaging with the companies we invest in helps to improve long-term, sustainable investment returns.

As with any investment, the value can go up or down, and may be worth less than you paid in.

Investment approach

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