How we invest

At SWIP, our main aim is simple: to provide every one of our investors with consistent, superior returns on their investments. We believe that the key to achieving this is fundamental in-house research that identifies the true long-term worth of an asset.

Asset prices are often driven by short-term factors and fail to fully account for medium and long-term influences. By conducting our own thorough research, and focusing on the medium to long term, we believe we position ourselves to take advantage of opportunities presented by market mis-pricing.

Our research emphasises detailed, bottom-up analysis of individual assets carried out against a background of wider global economic research. We believe that this provides an in-depth understanding and that our long-term emphasis gives us a significant edge over the market as a whole.

We also adopt a team-based approach to investment decision making, encouraging the free flow of ideas across asset classes and business areas. This, in turn, leads to an environment in which we can make informed investment decisions. To accommodate this, our innovative research portal provides a platform for our people to share their best ideas with colleagues.

Overall, we firmly believe we have the resources, knowledge, experience and skill required to provide our investors with superior investment returns

 

Compliance

Important Compliance Information for US Institutional Investors

This section of the website should not be accessed by other US investors


Important Compliance Information for US Institutional Investors

This section of the website should not be accessed by other US investors

For purposes of this website the term "Institutional Investor" means:

(A) a bank, savings and loan association, insurance company, or registered investment company;

(B) an investment adviser registered either with the Securities and Exchange Commission under Section 203 of the Investment Advisers Act of 1940 or with a state securities commission (or any agency or office performing like functions);

(C) a governmental entity or subdivision thereof;

(D) an employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;

(E) a qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan;

(F) a member of the National Association of Securities Dealers or a registered associated person of such a member;

(G) any other entity (whether a natural person, corporation, partnership, trust, or otherwise) with total assets of at least $50 million; and

(H) a person acting solely on behalf of any such institutional investor.

For use by institutional investors only. The content of this site should not be accessed by retail or other non-institutional customers.

This site is operated and issued by Scottish Widows Investment Partnership Limited, Company No. 794936. Registered Office in the United Kingdom at 10 Fleet Place, London, EC4M 7RH. Tel: +44 131 655 8500. Scottish Widows Investment Partnership Limited is authorised and regulated in the UK by the Financial Services Authority and is entered on their register under number 193707 (http://www.fsa.gov.uk).

Scottish Widows Investment Partnership is an investment adviser registered with the US Securities and Exchange Commission (SEC)

Our process

Our process

Our team

Our team

Scottish Widows Investment Partnership Limited, Company No. 794936. Registered Office in the United Kingdom at 10 Fleet Place, London, EC4M 7RH. Tel: 0131 655 8500. Scottish Widows Investment Partnership Limited is authorised and regulated in the United Kingdom by the Financial Services Authority and is entered on their register under number 193707 (http://www.fsa.gov.uk).

Scottish Widows Investment Partnership is an investment adviser registered with the US Securities and Exchange Commission (S.E.C.)