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OUR INVESTMENT EXPERTS

Topical insight and market news from our investment experts​

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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​

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. The team also oversees the implementation of tactical asset allocation, aiming to benefit from shorter-term opportunities.

Asset Allocation Team guide (PDF 1MB)

MARKET UPDATES AND OUTLOOKS

Latest Market update (PDF 2MB)

Latest Market outlook (PDF 1MB)

STRATEGIC ASSET ALLOCATION REVIEWS

2020 Strategic Asset Allocation report - Pension Investment Approaches (PDF 2MB)

2020 Strategic Asset Allocation report - Pension Portfolio Funds & Retirement Portfolio Funds (PDF 2MB)

Our Fund Manager Assessment Team

ABOUT THE TEAM​

Our Fund Manager Assessment team ensures 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