We’re accountable to you and your employees when it comes to the investments we make on your behalf. We understand that considering how our investment managers integrate environmental, social and governance (ESG) factors when building a portfolio can have a big impact, both positive and negative, on the environment, climate, people and society. It can also have a financial influence on companies, their shareholders and investors. That’s why ESG is integrated into our investment options.
The following table shows a summary of how ESG is applied to our off-the-shelf investment options and our self-select investment options. You can find more details below the table.
How ESG is applied to Standard Life’s range of investment options
ESG incorporation |
Stewardship |
||||
---|---|---|---|---|---|
Integration | Screening | Thematic | Engagement | Proxy voting | |
Easy investment options: | |||||
Sustainable Multi Asset range (lifestyle profile) *Note 1 |
— | ||||
Sustainable Focus range (lifestyle profile) *Note 1 |
— | ||||
Passive Core (lifestyle profile) *Note 2 |
— | — | — | ||
MyFolio Managed range (funds and lifestyle profiles which include the funds) |
— | — | |||
MyFolio Index range (funds) *Note 2 |
— | — | — | ||
Managed Fund (fund and lifestyle profiles) |
— | — | |||
Do-it-yourself investment options: | |||||
Sustainable Focus range (Funds) *Note 5 |
— | ||||
Funds managed by abrdn | *Note 3 |
— | |||
Funds managed by other external fund managers | *Note 4 |
*Note 5 |
*Note 5 |
*Note 4 |
*Note 4 |
Our sustainable multi asset range takes into account a range of sustainability factors, particularly those that can have a positive or negative financial impact on the performance of companies in which the underlying funds invest in.
The Passive Plus and MyFolio Index ranges, and the Passive Core lifestyle profile invest predominantly in passively managed funds. This is when an investment manager tracks the performance, before charges, of a benchmark or index rather than making active investment decisions about where money is invested. This means they don’t actively integrate ESG into their investment processes. However, as a steward of an investment they can influence positive change using engagement and voting rights.
These include ethical funds which use screening approaches.
Standard Life offers a range of funds managed by other external fund managers. A number of these have ESG and/or stewardship within their investment processes.
Standard Life offers a range of funds that include specific values-based themes and ethical screening approaches. Find out more about these choices below.