Securing tomorrow
Global investment manager, investing thematically on behalf of charities, private clients, institutions and investment professionals
Q4 2024
HOUSE REPORT A MULTIPOLAR WORLD
Despite ongoing geopolitical concerns, global assets saw positive performance in the third quarter of the year. How are markets defying crisis, and how long might it last?
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COMPENDIUM OF INVESTMENT
Our Compendium of Investment can help you design and implement your investment plan alongside your investment manager.
Amongst others, it:
- Explains the underlying drivers of asset class returns
- Informs on the role of assets in a multi-asset portfolio
- Helps interpret your investment requirements, in the context of your assets, objectives and needs
Each chapter draws on the longest available series of data available, so you can put today's markets in the context of history. This allows you to form your own judgement on how to proceed with your investments.
Request your copyModel portfolios for diversified asset allocation
Our model portfolios benefit from our distinct global thematic investment process, which identifies powerful and inexorable trends that shape the world in which we live and invest.
Consumer Duty
The Consumer Duty sets out higher expectations for the standard of care that firms provide to consumers of retail financial products. We are committed to empowering our clients to make well-informed investment decisions. Find out how we can help you.
Training and events for charities
We host dedicated training and events for charity trustees to help you fulfil your obligations to your charity. Through these we can help you plan and implement your investment policy alongside your investment manager.
A Paris-aligned solution
The Sarasin Climate Active Strategy is designed for investors seeking enduring returns. It invests in a way that aligns with the Paris Climate Accord, which aims to keep temperature increases well below 2°C while also encouraging companies to align with the Paris goals.
Investment solutions tailored to your needs
Your needs drive our approach, and we work with you to design your long-term investment plan. We believe that strong, long-term relationships with our clients are a key part of positive investment outcomes.
Find out moreA Paris-aligned solution
The Sarasin Climate Active Strategy is designed for investors seeking enduring returns. It invests in a way that aligns with the Paris Climate Accord, which aims to keep temperature increases well below 2°C while also encouraging companies to align with the Paris goals.
Investing thematically and responsibly
Our Responsible Global Equity fund aims to be responsible in its investment choices. It considers the environment, future generations, the vulnerable in society and effective oversight of company management.