Securing tomorrow
Global investment manager, investing thematically on behalf of charities, private clients, institutions and investment professionals
TRAINING AND EVENTS FOR CHARITIES
We aim to provide you with the necessary tools and information to fulfil your obligations to your charity.
We host training and events for charity trustees and attend a wide range of conferences.
Through dedicated training programmes, seminars and events, we also help you to plan and implement your investment policy alongside your investment manager.
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Six minute strategy
A peak in rates is usually good for markets. Bang on cue, we have seen rallies across almost every asset class. Can this continue?
Watch nowModel 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.
Compendium of Investment
Our latest Compendium of Investment helps you design and implement investment plans 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.