OUR INVESTMENT EXPERTS

Read the latest updates from our Asset Allocation team and fund analysis from our Fund Manager Assessment team.

Our Asset Allocation Team

ABOUT THE TEAM​

ABOUT THE TEAM​

Ensuring that our multi-asset funds have appropriate asset allocation is vital and something that we pay great attention to. Our asset allocation team focuses on long-term strategic asset allocation to determine the optimal mix of asset classes for a fund’s risk profile, based on the modelled returns of those asset classes over the long term. 
 

Asset Allocation Team guide (PDF, 1MB)

Our asset allocation approach is guided by our set of  
investment beliefs (PDF, 659KB)

MARKET UPDATES AND OUTLOOKS

Latest monthly market update (PDF, 1MB)

Latest quarterly market update (PDF, 867KB)

Latest market outlook (PDF, 964KB)

LATEST STRATEGIC ASSET ALLOCATION REVIEWS

2023 Asset Allocation Review report - Pension Investment Approaches (PDF, 2MB)

2023 Asset Allocation Review report - Pension Portfolio Funds and Retirement Portfolio Funds (PDF, 854KB)

Market Update and Asset Allocation archive

Our Fund Manager Assessment Team

ABOUT THE TEAM​

ABOUT THE TEAM​

Our Fund Manager Assessment team monitors to check the funds managed to Scottish Widows’ parameters and those we offer that are externally managed meet expectations and perform in line with their aims and risk profile.​

The team evaluates the competence of the manager, the robustness of the firm’s controls in supporting the manager and the likelihood that they will be able to deliver on or exceed customer expectations.  ​

Read more about the team:​

Fund Manager Assessment guide (PDF, 497KB)

Funds in Focus archive