Sarasin & Partners’ offering for Charities is built around three core principles: strategy, stewardship and service. In our latest Insights video, Melanie Roberts, Head of Charities, and Mashrufa Miah, Senior Investment Manager, outline how this works in practice.
Among our priorities, the team is focused on helping charities meet their long-term investment objectives. This means ensuring trustees have the support and transparency they need with clear reporting, digital portfolio access, regular updates and direct engagement with finance committees. In terms of investment selection, Environmental, Social and Governance (ESG) factors are integrated throughout the investment process, alongside active engagement with companies and voting on key issues.
All charity trustees are invited to request a copy of our latest 2026 Compendium of Investment, designed to help you plan and implement your investment plan alongside your investment manager. A new publication, the Almanac, sits alongside the Compendium as an investment companion.
Watch the full video below, and please do get in touch if you would like to attend one of our investment seminars or a trustee training session.
You can also view more videos in our Insights series on thematic investing, market regimes, and stewardship.
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