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Charity investing

Like most charities, you're likely to have a variety of different objectives for your organisation's investments. For part of your reserves, your priority may be preserving what you have. But for some of your investments, you may be looking to achieve more ambitious returns. We're also aware that many charities rely on income from their investments to fund day-to-day operations.

At Standard Life Wealth, we offer a holistic approach to managing money: from preservation to generation, we have an approach to suit your organisation's needs, risk profile and capacity for loss. That's why you might want to consider Standard Life Wealth to manage some or all of your organisation's financial assets.

We're independent in everything we do regarding investment choice, with complete freedom to select from all funds and securities in the market.

Charity Investment Solutions

Standard Life Wealth is an independent discretionary investment manager with extensive experience working with both large and small charitable organisations across the UK.

Download the brochure [PDF, 10.1MB]

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 some 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 particular needs of such clients, while investing with respect and responsibility.

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

As with any investment, the value of your organisations' portfolio can go up or down, and may be worth less than your organisation paid in.

ESG Investing: What you need to know [PDF, 1.3MB]