Centralised Investment Propositions

Centralised Investment Propositions 01/02

Investment solutions

Risk rated fund solutions

Managed portfolio services

Standard Life Wealth

For adviser use only

Supporting the investment propositions of leading advisory firms

However you decide to structure your investment proposition, Standard Life can support you in delivering a flexible, well governed, good value solution for your clients.

Risk rated fund solutions ¬ MyFolio & MyFolio Income – Multi asset fund ranges which offer a choice of investment styles

¬ Dynamic Drawdown – Target return funds for clients seeking to create a retirement income

¬ Active & Passive Plus – Multi asset, risk rated fund ranges designed specifically for the needs of corporate DC clients

Managed portfolio services ¬ SLW Managed Portfolio Service – Series of target return portfolios, benchmarked against cash, which employ advanced investment techniques to deliver specific levels of return with as little risk as possible

¬ Selected panel of third party discretionary investment managers – Offering a choice of investment styles and competitive pricing

Standard Life Wealth ¬ Standard Life Wealth – Two distinct investment styles, to meet different client needs

¬ Highly diversified Target Return portfolios use advanced investment techniques, to deliver specific levels of return with as little risk as possible

¬ Conventional portfolios seek to outperform a benchmark or index by investing in a broadly diversified portfolio of assets

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Investment choiceVia our Wrap platform we offer access to mutual funds, insured funds, investment trusts, ETFs, and individual securities allowing you to build the investment proposition that is right for your business and your clients.

¬ Discounted terms on over 280 funds – including SLI’s range of UK funds (such as GARS) and some of the largest and best known funds in the UK

Investment due diligenceAccess to our in-house research to help inform your investment choices and provide evidence within your due diligence process.

¬ Governance & Value – provides access to firm level asset manager research covering everything from financial performance to brand and reputation

Standard Life Savings Limited, provider of the Wrap Platform, is registered in Scotland (SC180203) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority. www.standardlife.co.uk

GEN2196 0415 © 2015 Standard Life

Support for In-house Managed Investment Propositions

Investment choice Investment due diligence

Portfolio management support

Portfolio management support ¬ Investment Hub – employs market leading technology to deliver greater control and efficiency to firms managing advisory or discretionary models

¬ Model Portfolios – Designed to meet the needs of firms with an advisory proposition. It provides the flexibility to use a range of prepopulated risk rated portfolios or to construct your own portfolios