Summer webinar series​

Hi, I'm Judith Casey from a Standard Lives Investment Solutions team.

Here at Standard Life our funds fall into two categories,
our packaged and bespoke choices.

Our packaged choices are ready made multi asset funds that take the hassle out of building and managing portfolios, freeing
you up to focus on guiding your clients through their investment journey.

Our bespoke choices allow you to build tailored portfolios for your client if you prefer this approach.

First let's look at package choices.
We believe in diversified multi asset investments at the core
of any portfolio.

We have three different ranges of packaged funds.
Our global index funds with underlying funds managed by Vanguard comprise of five funds passively managed that take a market cap weighted approach to equity and bond investing.

Each is highly diversified and aims for a fixed allocation to equities and bonds rebalanced regularly ensuring allocations don't drift.

Are my failure range are again highly diversified multi asset funds managed to strict volatility bands.
The range comprises of Myfolio Active which are actively managed by Aberdeen and the popular Myfolio Market range just as diversified but are predominantly passively managed funds from Vanguard and Aberdeen.

Our target retirement funds, commonly known as lifestyle funds, are designed for pre retirement clients to effortlessly de risk the closer your client gets to retirement.

Next, let's look at the four categories under bespoke choices.
Lower risk options include money market and deposits appealing to risk adverse investors.

Vanguard Index Funds provides you with all the major equity regions and bond sectors to build a diversified portfolio at an affordable cost, with the added confidence in Vanguard's record of delivering performance in line with the indices they track.

ESG Focus funds take a sustainable approach to investing and have sustainable criteria built into them.

These funds fall under Article 8 and 9 of SFDR.
Finally, specialist investments allow you to handpick funds and include the likes of smaller companies and property as well as stock trade.

Our self-directed platform where you can select individual shares and bonds for your client.

For our full range of investment choices see the Fun Centre.

Also see our Advisor website for end to end advisor support and tools.