Sarasin take a global, thematic approach to investment, finding opportunities within the powerful themes shaping the world of tomorrow. Their focus is on investing in long-term trends that have the power to improve societal welfare. Because they want to invest in ways that drive positive change, ESG (environmental, social and governance) analysis is embedded within their investment process around every trend.
We’ve previously mentioned three key areas of interest within their thematic approach to investing. These can be broken down into five core investment themes:
- Climate change
- Evolving consumption
Sarasin have produced a series of videos to explain more about their investment approach for each of these themes, the first being ageing.
With the population of over-65s projected to rise from 750 million to 1.5 billion over the next 30 years and more than $10 trillion spent on healthcare each year, it’s easy to see why Sarasin class ageing as a long-term trend to focus on:
With the next wave of innovation in healthcare already underway Sarasin are looking for ways to maximise the opportunities presented by the changes triggered by demographic shifts. Their interest in the potential around progress in the genomic arena is particularly exciting. Just think what revolutionary science your investment could help support.