Aberdeen Standard Investments

Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for our clients. The investment needs of our clients are at the heart of what we do. We offer a comprehensive range of investment solutions, as well as the very highest level of service and support.

With more than 1,000 investment professionals, we manage $644.5 billion* of assets worldwide. We have clients in 80 countries supported by 48 relationship offices. This ensures we are close to our clients and the markets in which they invest.

Aberdeen Standard Investments is the asset management business of Standard Life Aberdeen plc, one of the world’s largest investment companies.

* as of December 31, 2019

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM148.2191.7310.2650.1
Aberdeen Standard Investments

https://www.aberdeenstandard.com/
1900 Market Street, Suite 200

Sanjay Yodh
Head of Insurance
Sanjay.yodh@aberdeenstandard.com
617-259-0127

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingYALM PartneringY
Customized Portfolio ReportingYRegulatory AssistanceY
Insurance Client Web PortalYStrategic Asset Allocation AdviceY
Peer AnalyticsYTactical Asset Alloc / Multi-Asset Portfolio MgtY
Capital Modelling & ManagementYInsurance Client ConferencesY
Income & Cash Flow ProjectionsYESG Specific Products Placed with InsurersY

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount8812671114

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn443124114

AUM Summary

3rd Party General Account Public Private Total
Fixed Income12010130
Equities12.2618.2
Total132.216148.2
Firm Public Private Total
Fixed Income526.39743.866570.263
Equities53.51726.3279.837
Total579.91470.186650.1
Regions 3P-GA Firm
N America8.838.602
Europe & UK131.7577.72
APAC5.524.127
Offshore1.25.264
Other14.387

AUM Details

Public Fixed Income 3P-GA Firm
Cash/Short-Term
Governments & Agencies
Corporates
Municipals, Tax-Preferenced
Municipals, Taxable
Securitized – RMBS
Securitized – All Other
Convertibles
High Yield
Bank/Leveraged Loans
CLOs
Emerging Markets – Sovereigns1043.866
Emerging Markets – Corporates521.933
Other105460.597
Public Equities 3P-GA Firm
Large Cap
Mid Cap
Small Cap
Global Developed Markets
Emerging Markets
Quant/Smart Beta
Mkt Neutral / Long-Short / Liquid Alts
Dividend-Tilt
Passive SMAs
Other12.253.517
Private Fixed Income 3P-GA Firm
Private Placements – Traditional14.389
Corporate – Middle Market14.389
RE – CMLs14.389
RE – All Other Debt
Infrastructure Debt14.389
Structured
High Yield626.332
Other
Private Equity, Equity Alts 3P-GA Firm
PE / VC14.315
RE Equity417.259
Infrastructure Equity14.315
Hedge Funds0.14.25
Other

Notes
Details are esimated. Aberdeen Standard manages multi-sector public fixed income included in other. Public equites “other” encompasses most sectors shown