CHARITY FUNDS ANNUAL REVIEW 2021

With more than 30 years’ investment experience, Phil joined Sarasin & Partners in 2013 as head of the multi-asset team. In 2022, Phil was promoted to Chief Investment Officer of multi-asset. Before joining Sarasin, Phil worked at Newton Investment Management, where he was chief investment officer of the private clients and charities division. He has also held investment management roles at Capital House and Leopold Joseph. Phil is a fellow of the Chartered Institute for Securities & Investment.

Therese is responsible for undertaking rigorous analysis on the financial implications of ESG factors for specific stocks as well as on a sector/industry basis. She also supports and leads company engagements and voting.

Prior to joining Sarasin & Partners in 2019, Therese worked as a senior research analyst at Institutional Shareholder Services Inc (ISS), a provider of governance and responsible investment solutions to the financial community. Prior to ISS, she worked at ShareAction, a UK organisation that promotes responsible investment.

Therese has an MSc in Corporate Governance and Business Ethics from University of London, and a BMath in Actuarial Science from the University of Waterloo, Canada. She is also a Fellow of the Institute and Faculty of Actuaries (IFoA).

Richard joined Sarasin & Partners in 1992. He is a Senior Partner and a member of the Executive Committee, focussing on strategic investment, client management, and new business initiatives. He was Head of Charities between 2003 and 2023.

Specialising in managing multi-asset portfolios, he was responsible for growing our CAIFs from under £50m to over £3bn. Richard wrote and edited the Compendium of Investment over the past 20 years and has lectured at The Judge (Cambridge), the University of Vienna and the University of Stellenbosch. He developed our Trustee Training initiatives and is the Chairman of the St Paul’s Cathedral Investments Committee.

Kamran manages portfolios on behalf of charities and not-for-profits. Prior to joining Sarasin & Partners in 2019, he worked for J.P. Morgan. He was first based in Geneva, where he supported the Head of Investments for Europe, the Middle East, and Africa, and then moved to London to grow the investment funds platform.

Kamran graduated with an Economics degree from the London School of Economics. He also has the CFA ESG Investing Certificate and the CFA Diploma in Investment Management.

He mentors students and recent graduates through his work with upReach, Sponsors for Educational Opportunities, and the LSE Economics department.

Guy Monson, Chief Market Strategist and Senior Partner of Sarasin & Partners LLP, has over 35 years of investment experience having joined the company in 1984. In 1988, he became manager of Sarasin’s flagship GlobalSar (now Multi Asset) family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of thematic investment in the management of global equity portfolios and today leads the firm’s global investment and markets strategy for a wide range of charitable, endowment and private clients.

Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. He is also a member of the London School of Economics IDEAS Advisory Board and a Foundation Fellow of Lady Margaret Hall, Oxford University.

Prior to joining Sarasin, Niloofar worked at the Australian High Commission (Treasury representative) covering the UK and the Eurozone economies, as well as G20 policies.

She also has several years of experience on the Chinese economy, both at Timetric (an emerging markets economic consultancy), and at the Australian Treasury in Canberra where she trained as an economist prior to moving to London.