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27322-ASI Investment Flyer BRO 0817.Indd An asset manager for today’s global opportunities The coming together of Standard Life Investments and Aberdeen Asset Management under the Aberdeen Standard Investments brand will create the largest active investment manager in the UK* and one of the largest investment houses globally. Assets Investment managed Clients in More than managers in Client support in $718bn** 80 1,000 24 50 countries*** investment offices*** locations*** staff*** ** as of December 31, 2016, £/US$ rate: 1.2356 *** as of May 31, 2017 Source: Standard Life plc, Aberdeen Asset Management PLC “ The industry is changing; we have ensured we are well placed to meet our clients’ evolving needs and remain their trusted partner.” Martin Gilbert, Chief Executive, Standard Life Aberdeen plc * As of May 31, 2017, Source: Standard Life plc, Aberdeen Asset Management PLC An asset manager for today’s global opportunities Standard Life Investments was the investment On-the-ground expertise arm of Standard Life plc, a major UK listed Employing over 1,000 investment professionals, we can draw fi nancial services company which started life upon a breadth of investment talent. Our portfolio managers in 1825. Aberdeen Asset Management plc was are located across 24 offi ces, allowing us to be deeply rooted formed in 1983 via a management buyout and in every market in which we invest. Our uncompromising emphasis on conducting our own fi rst-hand research into has grown from a pioneer investor in Asian and companies and markets helps us fi nd opportunities at an emerging markets into a full-service, UK-listed early stage and screen out market noise. investment house, grounded in a clear and simple approach to investing. A highly diversifi ed business Our business is highly diversifi ed by revenue, asset class, Under the Aberdeen Standard Investments brand, client and geography. This diversifi cation provides us with we aim to create a pre-eminent world-class investment the resources and resilience to thrive in a competitive and business, with the scale to deliver the innovation, market constantly changing investment and regulatory environment. insight and responsiveness needed in today’s competitive and Our commitment to being a market leader in product fast-changing market. innovation is aligned to our mission to be a provider of world-class investment solutions. A complete client focus The investment needs of our clients drive everything we do. A leading active asset manager We look to support investors with a full range of investment We retain our shared commitment to active investment opportunities and solutions, and the highest level of service management underpinned by fundamental research. Aberdeen and support. As a major asset manager, we have the resources Standard Investments will be one of the largest active managers to transform new investment ideas into practical investment in Europe, off ering a comprehensive range of developed and products and the scale to deliver real value for money emerging market equities and fi xed income, multi-asset, real to investors. estate and alternatives solutions. A global network A forward-looking partner Our teams are networked across 50 locations worldwide – a The investment landscape changes rapidly. Demand for global footprint that ensures we are always close to our clients investment solutions that focus on the specifi c outcomes that and the challenges they face. In addition, we have built strategic investors wish to achieve has grown rapidly. Multi-asset, target relationships around the world with major banks, insurers and return, unconstrained and enhanced diversifi cation approaches other investment fi rms to support the needs of institutional, are one of the fastest-growing sectors of our market. By wholesale, pension and retail investors. combining the strengths of Aberdeen Asset Management and Standard Life Investments, we can lead the way in delivering these next-generation solutions. Our global reach Presence in 50 locations keeps us close to our client-base. Aberdeen Edinburgh Leeds Birmingham London Bristol Dublin Toronto Jersey Boston Paris Stamford Madrid New York Zurich Los Angeles Geneva Philadelphia Milan Miami Unique Standard Life location Unique Aberdeen location Common location Sao Paolo Diversification across the asset base Strategic partnerships and joint ventures Together we are responsible for approximately UK Lloyds Bank, Phoenix $718 billion* of assets managed on behalf of clients North America John Hancock, Manulife globally as of December 31, 2016. Asia Bosera, Heng An Standard Life, The breadth of our expertise can be seen by the Mitsubishi UFJ Trust & Banking, diverse range of investments we are entrusted Sumitomo Mitsui Trust Bank to manage. India HDFC AMC * £/US$ rate: 1.2356 Australia Challenger Oslo Stockholm Helsinki Copenhagen Beijing Brussels Seoul Amsterdam Shanghai Luxembourg Tokyo Potsdam Frankfurt Munich Taipei Stuttgart Kaohsiung Budapest Hong Kong Abu Dhabi Mumbai Bangkok Kuala Lumpur Singapore Jakarta Bandung Sydney Surabaya Melbourne Assets under Management – by asset class* Equities 26% Wealth 1% Fixed income 25% Quantitative 4% Multi-asset 26% Real estate 6% Cash/liquidity 7% Private markets 5% * Data as of December 31, 2016. For illustrative pruposes only. Source: Standard Life plc, Aberdeen Asset Management PLC Our expertise With a broad and compelling By maintaining this breadth of expertise, investment proposition, Aberdeen we aim to lead the way with innovative Standard Investments has the depth and investment approaches that can scale of investment capabilities to meet target investors’ specific needs for the current and future needs of clients. income, return, risk control or liability A full suite of actively-managed strategies management – as well as seeking to are complemented by quantitative, rules- provide sources of performance across based approaches that systematically look different market cycles. to capture or enhance market return. “ We bring together a whole range of complementary skill sets to ensure we can adapt to a changing world.” Keith Skeoch, Chief Executive, Standard Life Aberdeen plc Equities Private Markets • Comprehensive range of strategies spanning • Private equity, infrastructure, real estate and private credit the risk/return spectrum • Individual strategies or combined solutions available • A long-term investment approach to meet clients’ income and growth objectives • Focused on fundamental, bottom-up stock selection • Seeks to generate stable long-term returns across • Team-based approach the economic cycle • Established, repeatable investment processes • Global reach with demonstrable pedigree within private markets investment Fixed Income Real Estate • Comprehensive set of capabilities covering benchmark- oriented, liability related and absolute return • Pooled, segregated, mutual fund, specialist and global portfolios • Proprietary credit research model helps avoid losers as well as identify winners • Global “Top 10” manager of real estate assets • One of industry’s longest established research teams • Demonstrable capability in active management Multi-asset of real estate assets • Includes absolute return, enhanced diversification, traditional balanced and tactical asset allocation Client-driven and Multi-manager Solutions • Bottom-up analysis combined with top-down strategy • Expert risk management aims to enable portfolios • Solutions delivering key client outcomes incorporating to perform in any environment public and private investments from both Aberdeen Standard Investments and third parties • Risk-based and liability-driven solutions for different Liquidity investor groups • Liquidity, money market and short duration funds • Long history managing with-profits assets and annuity • Liquidity managed for financial institutions, corporates, local portfolios for insurance clients authorities, charities and pension funds • Solutions tailored to duration, access and yield needs Private Wealth • UK discretionary wealth management service Quantitative Investments • Range of investment solutions that can be tailored • Systematic investments across pure and smart beta to specific client requirements and active quant strategies • Focus on exceptional client service • Rules-based approach to investing • Grounded in academic research and established investment theory • Focus on efficient portfolio construction, disciplined rebalancing and risk management Our investment approach Aberdeen Standard Investments This emphasis is supported by close embraces an active management collaboration between different asset approach. Our focus is placed on classes. With such an expansive array undertaking primary, internal research of capabilities, investment professionals and consideration of the fundamentals are able to share their insights with underlying any prospective investment. colleagues across the spectrum of asset classes. Leveraging this broader perspective, we are able to make better informed decisions. “ We are aligned across all our investments, taking a team-based, fundamental driven approach to active management, focused on the interests of our clients.” Rod Paris, Chief Investment Officer, Standard Life Aberdeen plc Fundamentals driven Team-based ethos Aberdeen Standard Investments embrace an active Within individual investment teams, managers work in a management approach. Our focus is placed on undertaking collaborative manner with colleagues, pooling their collective primary, internal research and consideration of the insights and
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