Public Sector Pension Funds

We manage Global Equity and Sustainable mandates on behalf of a number of Local Authority Pension Funds.

Sarasin – Leaders in Thematic Investing

We recognised the need to develop a global equity solution that reflected the reality of two new drivers of world economic growth: Firstly, the globalisation of the world economy and its labour force, and secondly, the growth of internet-based communications. These new drivers required a means of selecting companies that operated across borders and industries, unlike the regional approach which had dominated global equity management for much of the eighties and early nineties. A thematic approach gave us this advantage.

A differentiated approach from our competition

  1. We have been operating on a thematic process for many years, through bull and bear markets, and although the process has evolved, it has proven to be robust over a long period of time.
  2. Our approach is both well-defined and rigorous. It consists of two distinct stages. In the first stage, we filter the investment universe by identifying a list of stocks that are potential beneficiaries of what we call ‘Opportunity Sets’. In the second stage we reduce this list further by selecting those companies which comply with one or more of our core ‘investment themes’. The resulting ‘buy list’ we believe consists of companies that will outperform the market over the longer term.

We launched our first Global Thematic Equity fund, the Sarasin CI EquiSar Sterling Global Thematic Fund, in August 1996. This gives us over 14 years running global equity funds with the same process. Our fund has outperformed the MSCI World Index in 12 out of 14 years (12 month intervals from launch). Our whole investment team is structured around global themes.

Strategies available

We invest across a broad range of assets classes for a wide variety of clients. These include:

  • Global Thematic Equities
  • Target Return Strategies
  • UK Equities
  • Global High Yield Equity Income
  • Fixed Income
  • Global Real Estate
  • Balanced Strategies
  • Global Emerging Markets
    (including New Frontiers)

About Sarasin & Partners LLP

Sarasin & Partners is a UK based asset management firm 40% owned by senior management and 60% by Bank Sarasin & Co. Ltd, one of Switzerland’s leading private banks and ultimately controlled by Rabobank. We manage £12.5 billion of assets with a staff of 187 (as at 31 December 2010) for a number of pension funds, charities and private investors as well as a number of other institutional investors.

Contact

For more information about Sarasin & Partners’ services for pension funds, contact Henry Boucher, Nick Roberts or Richard Ellis on +44 (0)20 7038 7000, email: institutional@sarasin.co.uk or visit www.sarasin.co.uk.