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The Compendium of Investment

01 March 2024

You can now request a copy of our Compendium of Investment HERE

The Sarasin Compendium of Investment is designed to help you plan and implement your investment plan alongside your investment manager.

Our Compendium will help you:

  • Understand the underlying drivers of asset class returns
  • Understand the role of assets in a multi-asset portfolio
  • Interpret your investment requirements, given your own assets and objectives

Each chapter of the Compendium draws on the longest reliable series of data available, so you can put today’s markets in the context of history and then form your own judgment on how to proceed in future with your investments.


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