Sarasin Climate Active Endowments Ex-Energy

About this fund

A strategy for charity investors who seek to promote alignment with the goals of the Paris Agreement, whilst avoiding investment in the energy sector*. The fund aims to generate long-term capital and income growth. 

In addition to enhanced climate analysis, we will use targeted engagement and policy outreach to help deliver on the objectives.

*According to the Global Industry Classification Standard, the energy sector comprises companies engaged in exploration & production, refining & marketing and storage & transportation of oil & gas and coal & consumable fuels. It also includes companies that offer oil & gas equipment and services. 

Key benefits

A focus on real-world emission reductions. Whilst we exclude the energy sector*, we do not avoid all carbon-intensive companies. We favour proactive engagement with companies, policymakers and regulators.

Detailed fundamental assessments of climate exposure. Instead of the commonly used carbon footprint methodologies, we seek to understand the economic consequences of climate change on businesses.

Specialist expertise from our Climate Active Advisory panel. Consisting of climate, business and policy experts, they are an important sounding board for reviews of our activities and priorities.

*According to the Global Industry Classification Standard, the energy sector comprises companies engaged in exploration & production, refining & marketing and storage & transportation of oil & gas and coal & consumable fuels. It also includes companies that offer oil & gas equipment and services. 

How we invest for this fund

The fund seeks investments in three categories:

Climate-positive investments, which we believe to be the winners in a 1.5°C-aligned world. These companies focus on offering solutions to climate challenges.

Climate transformers, the potential climate transition leaders operating in high-carbon supply chains. Their decarbonisation is vital to delivering the Paris Agreement goals. These are the companies we target for more detailed climate analysis and engagement.

Climate-neutral investments, where climate risks and opportunities are less material, but with strong thematic supportive factors.