Case Study: Sarasin
Datamonitor, March 2010, Pages: 13
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
CATALYST
SUMMARY
Analysis
Introduction
Ethical Investment: no longer a charity case
Socially Responsible Investments have seen large increases in inflows in recent years
Ethical Investment returns stand up to the spotlight of investor attention
Consumer demand is looking set to continue to blossom as governmental pressure combines with demand from the emerging markets
Post-crisis environment looks ready to embrace a more ethical outlook
Consumers perceptions are starting to change but stark geographic differences are revealed
The economically important BRIC markets look to be receptive to ethical investment opportunities
Increased consumer interest combines with governmental pressure to leave FS providers with fewer places to hide
Awareness is currently low, preventing the market from achieving its full potential
Bank Sarasin has an established heritage which is now being leveraged on an international stage
Sarasin has grown as a result of the financial crisis, pointing towards further success as the market fully regains its feet
Sarasin has been a trailblazer for sustainable financial investment for over 20 years
More than lip service: Proven dedication to sustainable investment
Sarasin's commitment to sustainability has been recognized but this has not cost its operational performance
Sarasin supports its ethical stance through appealing to the Megatrends of authenticity and comfort
Environmental sensitivity appeals to the Megatrend of Connectivity
APPENDIX
Definitions
The Datamonitor Financial Services Consumer Insight Megatrend Framework
Authenticity
Comfort
Connectivity
Convenience
Individualism
Wellbeing
Demographic Complexity
Financial Intelligence Complexity
Lifestage Complexity
Wealth Complexity
Methodology
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