We know that successful business owners and corporate leaders like you rarely work alone, and often rely on advisors for counsel and perspective to make the right game-changing decisions.

When it comes to making effective investment decisions, it’s no different. Faced with constraints on your time, and the large volume of market information out there, the challenge to organise and distil relevant insights can be very real. You need a trusted source for relevant market views to guide you on your wealth management journey.

Standard Chartered’s Private Bank is committed to empowering you with the best of our collective expertise. That’s why our Wealth Management Advisory team has designed a rigorous investment process that incorporates diversity at every step of the way.

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An investment philosophy based on diversity

In order to navigate today’s financial markets, it is important to understand that they develop and adapt over time because investors do not always behave logically or consistently*

* The Adaptive Markets Hypothesis: Market Efficiency from an Evolutionary Perspective, Andrew W. Lo, August 15, 2004

Since adopting our adaptive investment process in 2012, we have generated outperformance in 17 out of 23 quarters**.

** Our Global Investment Committee measures the strength of the adaptive investment process by tracking the performance of tactical calls against the balanced strategic benchmark*. These calls have generated outperformance 70% of the time for our balanced reference portfolio. Annualised, the outperformance has been 0.76% p.a. (6.29% vs 5.53% against the benchmark) from December 2011 to September 2017. The balanced strategic benchmark (SAA) is our Asia focused moderate strategic asset allocation. This is made up of 5% cash proxied by JPM 3m cash index, 45% bond proxied by Barclays Global Aggregate bond index, 35% equities proxied by MSCI AC World index, 5% commodities proxied by Bloomberg Commodities; 10% Alternatives proxied by HFRX Global Hedge Fund index. Tactical calls refer to our Asia-focused moderate tactical asset allocation which tilts the SAA allocation according to the Global Investment Committee’s views.

This underlying philosophy shapes our adaptive and versatile investment process: we filter through the information overload and balance individual biases with collective insights. At the core of this is a commitment to diversity. Our global investment committee of experts represents various markets across Asia, Africa and the Middle East, and collectively they apply diverse opinions to a wide range of market sources to form independent market views.

Our adaptive investment process

  • Discover

    Not all the information out there is relevant or helpful to investors. Our Global Investment Committee curates views from a very large and growing pool of leading research agencies, banks and asset managers, so you harness the collective intelligence of our network.

  • Debias

    Decision performence is better driven by a group of diverse professionals than by an individual specialist.

    Made up of more than 20 investment experts representing 12 nationalities, our Global Investment Committee goes through an intensive process of enquiry and discussion to ensure full consideration of all perspectives and opinions to minimise individual and collective decision-making biases.

  • Decide

    We distil the information you need into clear, ready-to-use insights, achieved through a detailed anonymous voting process.

    After capturing key opinions from the results of a detailed survey with more than 250 questions, a vote is taken and the outcome is further challenged by the head of our Global Investment Committee before arriving at our house view - the insight you need to guide your investment decisions.

  • Debrief

    We track and report performance of our investment call in a transparent manner. This ensure a continuous feedback loop into the decision making process.

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Alexis-Calla

“The good news is that while we display behavioural biases and sometimes make sub-optimal decisons, we have the ability to learn from others’ experience and adjust our heuristics in response to negative feedbacks.”

Alexis Calla | Chief Investment Officer, Standard Chartered Wealth Management

Our Chief Investment Office

There are many ways to work with our Chief Investment Office and benefit from our Global Investment Committee’s diversity-driven decision process. Our publications offer wide-ranging perspectives across major asset classes, regions and investment styles.

We also offer bespoke solutions to explore and address your questions and assumptions, and provide a sounding board for investment choices.

Additionally, we provide a view of the market risks and opportunities through a balanced lens, from local to global, to construct portfolios tailored to a variety of investment needs. Our advice takes into account not only an analysis of return on investment and volatility, but also aspects which may be of personal relevance to our clients.

Contact us to find out more

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Our Publications

Cross-AssetCross-Asset
EquitiesEquities
Fixed IncomeFixed Income
Foreign ExchangeForeign Exchange
DerivativesDerivatives

Our Latest Market Insights

market-holder-image 04 OCTOBER 2017

GLOBAL MARKET OUTLOOK

US dollar to reign short term?

  • Equities remain our preferred asset class as strong global growth and corporate...
  • We believe diversifying across different asset classes - Emerging Market (EM)...
market-holder-image 04 OCTOBER 2017

GLOBAL MARKET OUTLOOK

US dollar to reign short term?

  • Equities remain our preferred asset class as strong global growth and corporate...
  • We believe diversifying across different asset classes - Emerging Market (EM)...
market-holder-image 04 OCTOBER 2017

WEEKLY MARKET VIEW

Fed supports risk appetite

  • Equities remain our preferred asset class as strong global growth and corporate...
  • We believe diversifying across different asset classes - Emerging Market (EM)...

Standard Chartered Bank is incorporated in England with limited liability by Royal Charter 1853 Reference Number ZC18. The Principal Office of the Company is situated in England at 1 Basinghall Avenue, London, EC2V 5DD Standard Chartered Bank is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Banking activities may be carried out internationally by different Standard Chartered Bank branches, subsidiaries and affiliates (collectively “SCB”) according to local regulatory requirements.

Standard Chartered Private Bank is the private banking division of SCB. Private banking activities may be carried out internationally by different SCB legal entities and affiliates according to local regulatory requirements. Not all products and services are provided by all SCB branches, subsidiaries and affiliates. Some of the SCB entities and affiliates only act as representatives of the Standard Chartered Private Bank, and may not be able to offer products and services, or offer advice to clients. They serve as points of contact only.

If you access Market Views On The Go, please refer to the more detailed disclaimers in the materials you access through Market Views On The Go for more information on, among others, the content of the materials and SCB entities.

Copyright: Standard Chartered Bank 2017. Copyright in all materials, text and information contained herein is the property of, and may only be reproduced with permission of an authorised signatory of, Standard Chartered Bank.

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Better Life Breakthroughs

A Partnership with the Economist Intelligence Unit

Beyond investments, we deliver insights about shifting trends that are impacting business leaders. Our thought leadership series “Better Life Breakthroughs” is a partnership with the Economist Intelligence Unit which explores innovations in investment, work, leisure and health.

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Innovation in investment

The first report explores how technology is creating new investment opportunities for high net worth investors - which were previously the domain of large funds and institutional investors.

Key Findings:

  • Sustainable investing is on the cusp of a revolution
  • Emerging markets will at times surpass developed markets both as destinations and sources for sustainable investing, and in the development and adoption of fintech solutions
  • Technology will “democratise” investment
Key FindingsHide full statement

Labour Pains:
Coming Shifts in the World of Work

Our latest report explores how the work environment may change under the combined impact of technology advances, shifts in workforce demographics and attitudes, and new thinking on workplace organisation and design.

Key Findings:

  • Managing tomorrow’s workforce will be a balancing act and new tensions will need to be smoothed.
  • Some new technologies will be transformative, and also painful
  • Privacy will become a relic of the past
Key FindingsHide full statement

Standard Chartered Private Bank is the private banking division of Standard Chartered Bank (“SCB”). Private banking activities may be carried out internationally by different SCB legal entities and affiliates according to local regulatory requirements. Not all products and services are provided by all SCB branches, subsidiaries and affiliates. Some of the SCB entities and affiliates only act as representatives of Standard Chartered Private Bank, and may not be able to offer products and services, or offer advice to clients. They serve as points of contact only.

Standard Chartered Bank is incorporated in England with limited liability by Royal Charter 1853 Reference Number ZC18.The Principal Office of the Company is situated in England at 1 Basinghall Avenue, London, EC2V 5DD. Standard Chartered Bank is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority.

The marketing and sale of the products and services detailed in this presentation may not be permitted in some countries under local laws. This document does not constitute an offer, solicitation or invitation to transact business in any country where the marketing or sale of these products and services would not be permitted under local laws. If you are resident or domiciled in countries where fiscal or exchange control regulations may impinge on foreign or offshore investments, you should seek advice before proceeding.

With any investment the value may fall as well as rise and in some circumstances you may not get back the full amount invested. You are not certain to make a profit, and may lose money or make a loss. Changes in rates may cause the value of investments to go up or down. Past performance should not be seen as an indication of future performance. The level, rates and bases of, and reliefs from, taxation are those currently available and may change in the future.

This document does not purport to disclose all of the risks associated with any investment products. In relation to the products and services detailed in this presentation, additional Terms and Conditions may apply. You should obtain details of these Terms and Conditions before proceeding. You should make your own legal and tax determination (including any applicable exchange control regulations) on investment products and should consider carefully whether the investment product(s) are suitable for you in light of your personal risk appetite, liquidity requirement and return objectives (including the legal and tax regimes in your countries of citizenship, residence and/or domicile). You may wish toseek independent professional advice before making a commitment to invest in the investment product(s). In the event that you choose not to seek independent professional advice, you should consider whether the investment product is suitable for you.