Equity investment process

At SWIP, we believe that the investment world is ultimately logical and over the long-term any asset, or group of assets, will be priced based on its intrinsic worth. For each asset class, we define worth in a different way:

Cash - Our many years of experience in managing cash have enabled us to develop rigorous investment processes that identify and exploit attractive opportunities whilst aiming to minimise overall risk.

Equities - Our equity investment process is designed to harness our best research ideas in the portfolios we build for our clients.

Fixed Income - our fixed income investment process reflects the differences between government and corporate bonds. For government bonds we focus on top-down or macroeconomic analysis.

Real Estate - In our search for outstanding properties, we combine our assessment of individual real estate holdings with our view of the economy as a whole placing considerable emphasis on the analysis of individual properties.

Important Compliance Information for US Institutional Investors

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

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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);

(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 33 Old Broad Street, London EC2N 1HZ. 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 capabilities

How we invest