Specialist Outlook

Sarasin & Partners: Our expectations for future investment returns
SPECIALIST OUTLOOK | 26 January 2017

If investment returns from 2016 are added to those from previous years, then investors should be in a healthy financial position. Over the course of the year, UK government bonds were up 10%, the FTSE All-Share up 17% and the MSCI All Countries World Equity Index up a very healthy 29% in sterling terms. (The latter was inflated by the dramatic fall in the value of sterling following the UK voting to leave the EU.)

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Is your manager measuring up?
SPECIALIST OUTLOOK | 06 September 2016

The Conundrum - Once upon a time, investors appointed fund managers to make them money. Life was simple: clients expected a return better than they could achieve from leaving cash on deposit.

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How will investment returns be generated in the future?
SPECIALIST OUTLOOK | 22 April 2016

Is Volatility here to stay? Sarasin & Partners look at what trustees should consider when estimating trend returns for charity portfolios.

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Investing in Healthcare: risks and opportunities
SPECIALIST OUTLOOK | 07 December 2015

Eden tree discuss the future of investing in healthcare and balancing the risks with the objectives.  

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The times they are a-changin’
SPECIALIST OUTLOOK | 27 October 2015

All industries evolve over time as they adapt to the changing environment. While some changes are predictable, the factors driving them obvious and their impact gradual, other shifts happen much more quickly, and for reasons far less well understood by all but a few futurologists. 

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Active or passive? Not an easy decision
SPECIALIST OUTLOOK | 18 August 2015

The majority of charity portfolios are actively managed. Why is this, and should more trustees adopt a passive approach? The ‘active versus passive’ debate has re-surfaced after a period of under-performance from many active equity managers…

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Charity and Not for Profit update
SPECIALIST OUTLOOK | 02 July 2015

There have been recent legislative and administrative changes that will affect charities and non-profit organisations.

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Kingston Smith Gift Aid Recovery Service (GARS)
SPECIALIST OUTLOOK | 29 May 2015

For any charity that receives donations, claiming Gift Aid can provide a significant addition to its income – adding 25p to every £1 received. What is surprising though is that a recent report by the National Audit Office estimates that up to £575 million was unclaimed in 2012.

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Bid-rigging: what do (and should) you know?
SPECIALIST OUTLOOK | 14 January 2015

Lindsay Draffan, a competition lawyer in the Corporate Commercial team at law firm Hempsons advises on bid rigging in the charity sector

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Charities and Property – A Match Made in Heaven?
SPECIALIST OUTLOOK | 25 September 2014

It has been said that property is theft, but whether you view property as an irrelevance, a burden, or a vital resource, the reality is that we all depend upon it in a host of different ways. Charities are no different to us as individuals, and property is a key asset for many charitable organizations, and is crucial whether it be for delivering front line services, as administrative offices, or as retail units which provide a public face for the charity whilst generating essential funding to enable services to be provided and sustained.

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The web at twenty
SPECIALIST OUTLOOK | 20 February 2014

Nandu Patel discusses how the internet has developed in the last twenty years and the impact this has had on investments.

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Top UK charities spend £62m of charity income on audit fees
SPECIALIST OUTLOOK | 03 February 2014

First bi-annual Charity Audit Spotlight Report released by Charity Financials

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Charity Focus: “Are you being served?” What should you expect of your fund management relationship?
SPECIALIST OUTLOOK | 17 October 2013

Richard Maitland, Sarasin's Head of Charities, examines fund management.

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Pioneering social impact bond exceeds target by 80%
SPECIALIST OUTLOOK | 29 August 2013

Programme to prevent young people from becoming NEET reveals strong early outcomes

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Charity focus: Returns, sustainable withdrawals and spending formulas
SPECIALIST OUTLOOK | 30 July 2013

Richard Maitland, Sarasin's Head of Charities, examines a total return approach to spending.

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Charity focus: The obvious answer isn’t always the right one
SPECIALIST OUTLOOK | 14 May 2013

At their recent Spring Seminars, Richard Maitland, Head of Charities at Sarasin & Partners spoke about the behavioural and less obviously scientific aspects of investment management.

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Emerging opportunities
SPECIALIST OUTLOOK | 28 March 2013

Burgeoning emerging markets (EM) are an increasingly potent driver of the global economy. 

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