Due Diligence

Demonstrating suitability

With the outsourcing of investment management to third-parties on the increase, it’s more important than ever to demonstrate suitability and to be able to justify the use of one discretionary fund manager over another.

At Aberdeen Standard Capital, we are delighted to be recognised by a number of third party organisations who provide reporting and reviews on our discretionary investment service.

The four cornerstones

Successful discretionary fund management (DFM) due diligence can help advisers demonstrate a consistent and repeatable method of due diligence and will enable them to create a shortlist of appropriate DFMs for client recommendation.

We believe that due diligence of DFMs should focus on the following four key areas.
You can find independent, third-party evaluations of each.

‘Aberdeen Standard Capital Limited
The financial strength of ASC is closely linked to that of the wider SLA group. The group has transformed itself over recent years into one of the world's biggest investment companies, with ASI a key segment within this evolving proposition, and ASC a contributing component 'thereof'.

AKG Financial Analytics

To receive the full report by AKG Financial Analytics please complete the form below. You can edit your preference at any time. If you require further information please email: asc@aberdeenstandard.com.

There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.

 

We’ve also developed our Managed Portfolio Service Risk Mapping report, designed to help advisers select the Managed Portfolio Service strategy that is most appropriate to their clients’ risk profiles.

'The AKG Financial Analytics rating provides an assessment of the financial strength of a business. AKG assesses financial strength using a consistent methodology and objective measures and focuses on the ability of a business to deliver ongoing operational capability in the interest of its clients. AKG’s analysis is specifically designed to inform financial advisers and assist in their required understanding of a business’ operational financial strength. This is important from a customer perspective as the business needs to survive to continue to perform the investment service for which it was employed. The AKG assessment of Aberdeen Standard Capital Limited resulted in a financial strength rating of B+, very strong.'

Matt Ward
Communications Director
AKG Financial Analytics
'We are proud of what we do and the way we do it, so we are pleased when the industry recognises us. We are focused on providing the best possible investment outcomes for our clients and we are in the unique position of being able to combine our portfolio management expertise with analysis generated by the broader asset management team of Standard Life Aberdeen group.'

Richard Charnock
CEO
Aberdeen Standard Capital

Our Awards

Investment week award winner

Investment Week Sustainable & ESG Investment Awards 2019 – Best ESG Wealth Manager / DFM Group

pam

PAM Awards 2019 Winner: Sustainable Investment Solution

dfm

2020 Defaqto 5 star rating for Aberdeen Standard Capital's Managed Portfolio Service

www.defaqto.com
drm

2020 Defaqto 5 star rating for Aberdeen Standard Capital's Bespoke Portfolio Management

www.defaqto.com
3D 2020 Awarded by ARC 

The ARC 3D is an award provided by Asset Risk Consultants (ARC) which indicates that Aberdeen Standard Capital has committed to ARC's Investment Manager Research Programme.*

AKG award 

AKG Financial Strength Rating Very Strong, B+

 

*Aberdeen Standard Capital has provided ARC with all the necessary information and fulfilled ARC's 3D Criteria to complete the due diligence programme. The Criteria are satisfactory completion and maintenance of ARC's Due Diligence Questionnaire; provision of real client performance Data allowing ARC to observe the typical client experience; and a Demonstration of the quality of the people behind the investment philosophy and process. ARC's 3D Award is not a rating or an endorsement of the managers' suitability for a particular client, mandate, or introducer; instead it is a validation of Aberdeen Standard Capital's commitment to transparency.

Warning

Investment involves risk. - The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.