Now that we are working with Sarasin & Partners to provide our responsible investment option we wanted to highlight elements of the portfolios we think...
Responsible Investment Context
Thematic Investing Context
Having given you a bit of context around responsible investment, we wanted to dive into the concept of thematic investing. This...
Paris Agreement Context
The US officially withdrew from the Paris Agreement on November 4th, making it one of only two nations in the world...
Paris-Aligned Accounts
We talked last time about the Paris Agreement and the way it forms another framework for our responsibly managed portfolios alongside ESG...
Amazon
With Black Friday (more like Black November this year it seemed based on how early the offer emails came flooding in) behind us...
Corporate Characteristics Context
With the start of a new year (let’s hope it’s an improvement on the last) we’re resuming our Investment Insight series...
Defensive Franchise example: Givaudan
We took an introductory look last time at the characteristics Sarasin use to classify companies under consideration for investment. The first...
Disruptive growth example: ASML Holdings NV
We’ve taken an introductory look at the characteristics Sarasin use to classify companies under consideration for investment and explored the first example of defensive franchises. The...
Sarasin’s Net Zero commitment
Back in November, we looked at the Paris Agreement. The US had just officially withdrawn, although thankfully, that decision has now been...
Cyclical Franchise example: Schneider Electric
We’ve taken an introductory look at the characteristics Sarasin use to classify companies under consideration for investment and explored the examples of defensive franchises and disruptive...
Cash harvest example: Equinix
We’ve taken an introductory look at the characteristics Sarasin use to classify companiesunder consideration for investment and explored the examples of defensive franchises,disruptive growth businesses and...
Thematic Investment Videos: Ageing
Sarasin take a global, thematic approach to investment, finding opportunities within the powerful themes shaping the world of tomorrow. Their focus...
Thematic Investment Videos: Climate Change
Having written about Sarasin’s thematic approach to investing, we’ve previously shared a video they produced around ageing as one of their...
Thematic Investment Videos: Automation
Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing...
Thematic Investment Videos: Evolving Consumption
Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing, climate...
Thematic Investment Videos: Digitalisation
Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing, climate change,...
Sarasin’s Assessment Process (part 1)
Environment We’ve talked a lot about Sarasin’s thematic investment approach and looked at various corporate characteristics they consider, sharing examples of...
Sarasin’s Assessment Process (part 2)
Society We’re taking a closer look at the process Sarasin apply when assessing potential investment in new businesses. The analysis focuses...
Sarasin’s Assessment Process (part 3)
Governance Having looked at the environmental and social considerations factored into Sarasin’s rigorous ESG appraisal of potential new investments, the last...