A leader in charity investment
An experienced charity investment manager with a commitment to stewardship
our charity expertise
Over the past 20 years, we have become one of the leading charity investment managers in the UK, managing portfolios for a wide range of educational, medical, religious and grant-making charities. Approximately 450 charities trust us to manage over £8 billion of their assets*
We are members and supporters of the Charity Finance Group, the Charity Investors’ Group, the National Council for Voluntary Organisations and the Association of Chief Executives of Voluntary Organisations.
*As at 31 December 2022
Compendium of Investment
Helping trustees to design and refresh appropriate investment strategies is central to our approach and we are recognised for our strong strategic investment skills.
Our Compendium of Investment is designed to help trustees and charity executives plan and implement their investment policy alongside their investment manager.
The Sarasin Compendium of Investment acts as the textbook for our trustee training programmes, and forms the basis of our strategic asset allocation work.Request a copyFind out more about training
Helping you fulfil your obligations
When you partner with us, your charity has access to dedicated client service from one of the sector’s largest and most experienced teams. We are focused on creating a bespoke, sustainable investment strategy for your charity's’ unique needs.
We aim to provide you with the necessary tools and information to fulfil your obligations to your charity.
Investing in an ethical & responsible manner
Over 70% of our charity portfolios have some form of ethical restriction and we often work with trustees to formulate an appropriate ethical exclusionary policy. We have extensive experience of working with our clients to implement their ethical concerns in investment portfolios. This guide is designed to help you navigate your ethical options.
The Sarasin Charity Authorised Investment Funds operate a bespoke ethical policy, developed over many years of consultation and experience in the charity sector.
At a company level, we take a responsible approach to investment, embedding stewardship principles at the heart of our investment process.Our approach to stewardshipGuide to Ethical Exclusions
How we invest for your charity
Market-leading reporting enables you to see exactly where your charity’s money is being invested, whether through a Sarasin Fund or direct. Our client reporting is renowned for being innovative, transparent and concise and is tailored specifically for charity trustees.
We provide high levels of personal service to clients, offering regular meetings, trustee training and seminars.
We are able to invest on behalf of our clients through funds or in a segregated manner. Many of our clients choose to invest with us using one or both of the two Charity Authorised Investment Funds (CAIFs).View all fundsMore on strategies for Charities