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Investment approaches

Bank Sarasin offers institutional investors the choice of different investment approaches. Whether fundamental, semi-quantitative or purely quantitative, each approach is special and stands out by virtue of its well thought-out concept and precise implementation.

Semi-quantitative: achieving your investment goals with fundamentally and quantitatively based investment decisions

Investment categories, countries, currency zones, sectors, individual securities and, for bonds, maturity segments, are underweighted or overweighted against a benchmark in line with their attractiveness. To determine this relative appeal we rely on detailed, multi-dimensional checklists and ranking tools, which are used to evaluate a whole series of indicators. We apply specific models and checklists for the different of portfolio categories (equities, bonds and balanced investments).

Sustainable: for mankind, nature and returns

Within this fundamental approach we take into consideration not just financial criteria, but also environmental and social aspects.

The sustainability of companies and sectors is assessed on the basis of more than 70 criteria. As a result, our analysts are able to plot each company’s rating on the Sarasin Sustainability Matrix®. This position determines whether a company is eligible for inclusion in the Sarasin universe of sustainable investments. Our specialists not only produce sustainability ratings for companies, but also for governments and supranational organizations that issue bonds. Learn more about our sustainable approach

Thematic: an innovative and modern approach to investment

This fundamental approach focuses on global investment trends that may enable companies’ earnings and share prices to outperform over a period of several years. We select companies that benefit from these megatrends, irrespective of the index on which they are listed or the country where they are based. The ultimate investment decision is based purely on financial criteria.

Quantitative approaches: aiming for absolute returns

These approaches are not benchmark orientated. The objective is to achieve an absolute return that is as independent as possible from traditional financial markets. Investment decisions are based mainly on purely quantitative models and tools.