Sarasin & Partners

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https://www.sarasinandpartners.com/charities

Sarasin & Partners produced a great video for the BUFDG 2021 Conference, looking at whether universities can create positive impact with their investments. Have a look at their wide ranging discussion of that question.

We are one of the leading managers of charity portfolios, managing £7.1 billion for approximately 450 discretionary clients. Charity investment remains a specialist discipline of the company, representing almost 47% of our overall £15.2 billion assets under management (data as at 31.12.20).

Our highly experienced and long-serving team offer tailor-made solutions, via segregated portfolios, single asset class funds or through our range of Charity Authorised Investment Funds (CAIFs): the Sarasin Endowments Fund, the Sarasin Income & Reserves Fund and the Sarasin Climate Active Endowment Fund.

An increasing number of charities that have never previously considered a ‘pooled’ approach to investment are adopting these innovative funds. They enable access to a wider range of asset classes while employing a strategic and tactical asset allocation process designed to meet specific growth and income requirements. Since 2005, the fund range has grown from around £35m to approximately £2.3 billion (as at 31.12.20).

In late 2011, we launched a new fund domiciled in Ireland, denominated in euros and managed in a very similar fashion to the core Endowments Fund. In February 2018, the Sarasin & Partners’ Climate Active Endowments Fund was launched as a multi-asset fund for charities that aimed to bring about, and benefit from, action by businesses to strengthen their resilience to climate change. The fund is designed for trustees who are seeking attractive and sustainable long-term investment returns against a backdrop of increasing climate related risks.

We invest with a global scope, seeking out the world’s best thematic investment opportunities and always aim to deliver enduring value for our clients. Over the last 20 years, we have established a reputation for consistent performance and remarkably detailed, transparent and concise reporting, tailored specifically for charity trustees. 

 

 

 

 

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