The fund follows a macro strategy where the portfolio will be positioned depending on the Multi Asset Team view of the overall economic and political backdrop as well as valuations of the different asset classes. By being flexible in their allocations across all asset classes and regions, the fund aims to achieve a positive total return in all market conditions over a rolling three year period. Risk management is a key part of the investment process to decrease the risk of potential loss.
The strategy launched in 2006, and as such has a substantial and proven long term track record. The resources available to the fund are vast, with over 40 portfolio managers and analysts within the Multi-Asset Investment team. The individual and team roles are well defined across three distinct areas: global strategy and idea generation, risk and structuring, and portfolio management and implementation.
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Fund Manager: Guy Stern
Guy is Head of Multi-Asset Management, having joined Standard Life Investments in April 2008. He is responsible for the day-to-day management of the Multi-Asset Investing Team, overseeing asset allocation as well as idea generation, portfolio construction and implementation, in all of which he is supported by a large team of over 40 portfolio managers and analysts. Guy previously worked at Credit Suisse Asset Management, as CIO of the Multi-Asset Class Solutions across both its US and UK divisions.
Fund Group: Standard Life Investments
Standard Life Investments is one of the UK’s largest asset managers, with over £269 billion of assets under management as of June 2016. The firm was launched in 1998 as a subsidiary of The Standard Life Assurance Company, one of the UK’s largest insurers which was itself founded in 1825, and listed on the London Stock Exchange in 2006 as Standard Life PLC.
Standard Life Investments is renowned for its expertise in Fixed Income, Equities, Property and Alternatives, running some of Europe’s largest and most popular investment products.
Investing with EQ
EQ offers a choice of investment strategies. We use these strategies to build and manage individual portfolios of investments for our clients: