SW
Scottish Widows Investment Partnership
Corporate · Founded 2000 · Edinburgh, United Kingdom
Who Scottish Widows Investment Partnership is.
- Historical Background
- Scottish Widows was founded in 1815 by a group of Scottish professionals to provide for the families of soldiers who died during the Napoleonic Wars. The firm demutualized and became part of the Lloyds TSB Marketing Group in March 2000, and in January 2009, it became part of Lloyds Banking Group.
- Source of Capital
- The company's capital is primarily sourced from its life insurance, pensions, and investment products offered to both individual and corporate clients.
- Major Events
- In 2013, Lloyds Banking Group sold Scottish Widows Investment Partnership (SWIP) to Aberdeen Asset Management. In 2018, a strategic partnership was announced between Schroders and Lloyds Banking Group, which led to the transfer of £75 billion of Scottish Widows and Lloyds insurance and wealth-related assets to Schroders.
- Allocation Strategy
- The firm's investment portfolio is diversified across all major asset classes. These include worldwide equities, property, bonds, multi-asset, multi-manager, and cash.
The funds Scottish Widows Investment Partnership backs.
Scottish Widows Investment Partnership is a limited partner in 61 funds.
How Scottish Widows Investment Partnership’s fund book is spread.
The 61 funds Scottish Widows Investment Partnership backs, by where the manager is headquartered and how many funds that manager has raised.
Where those managers are based
By fund headquarters, across the 60 of 61 with a location on record.
- Europe 4982%
- North America 1118%
United Kingdom 30 · United States 11 · France 5 · Luxembourg 4
How established those managers are
Managers grouped by how many funds they have raised — across the 35 of 61 with a fund history on record.
The companies Scottish Widows Investment Partnership backs directly.
Scottish Widows Investment Partnership holds 2 companies directly, separate from the funds it commits to as a limited partner.
Other LPs.
Other corporate and insurance LPs in the Power Law LP ranking, closest to Scottish Widows Investment Partnership by combined power-law score — Europe first, then the nearest worldwide.