Bank Sarasin is a market leader within sustainable investment. Increasingly devoting more of its assets under management to sustainable themes and placing sustainability at the heart of its business have paid off as it gains popularity. As the recovering market looks to embrace socially responsible investments we analyze the factors driving its success.
Scope
- This case study analyses the success of a sustainable approach in financial services, highlighting the strategies of Swiss bank Sarasin.
- The case study examines how the bank has developed to its current status and why it appeals to consumers so strongly
- The Financial Services Megatrend Framework is used to analyse the effectiveness of customer targeting strategies
Highlights of this title
Sustainable investment is well timed to gain support as it carries connotations more likely to be receptive in today's climate.
Despite mass market outflows Sarasin generated record levels of new money growth in 2008, a 30% increase in net new money growth compared to the previous year
Sarasin suggest that a sustainable screening approach can reduce risk through not jumping on short run trends if they sacrifice long term stability
Key reasons to purchase this title
- Gain insight into the methods used by Sarasin to develop a competitive sustainable approach
- Capitalize on the knowledge of experienced companies when entering a new market
- Understand this successful model and see how other competitors could learn from this success
