Single Manager Solutions:

Longevity & Social Change

The Pacific Longevity and Social Change Fund is an Article 8, actively managed global long-only equity fund that invests in companies where the majority of their revenues are exposed to the Longevity economy or the promotion of longer life and healthy living.

Secular tailwinds presenting compelling investment opportunities

The Pacific Longevity & Social Change Fund utilises an unconstrained multi cap approach, investing thematically in the Longevity economy, driven by fundamental stock selection across developed and emerging markets.

The Fund identifies companies with above-average growth prospects, focusing on secular multi-year Longevity & Social Change themes with proven commercial viability, with the S in ‘ESG’ at its core. As an Article 8 fund the portfolio team are committed to promoting ESG characteristics.

ESG Integration

As an Article 8 fund the portfolio team are committed to promoting ESG characteristics. Championing companies with quality management and good governance, which promote longer living and positive changes for society. They utilise top-down ESG scoring, exclusion and filtering whilst using proprietary bottom-up research, voting and engagement.

ESG INTEGRATION

Tick
positive inclusion


The fund champions companies with quality management and good governance, which promote longer living and positive changes for society now and in the future
ESG
ESG DATA ANALYSIS

Using top-down, industry leading ESG scoring from TruValue Labs to filter investable universe and assess ESG characteristics of all holdings
Voting
VOTING/ Engagement & Equality
Voting and Engagement framework driven by bottom-up stock selection alongside ISS special proxy voting (SRI alignment)
Cross
exclusion criteria

The fund does not invest in businesses involved in activities contrary to the development of a sustainable economy ie Fossil fuels, Iron & Steel production and armament

LONGEVITY AND DEMOGRAPHIC CHANGE A KEY ISSUE FACING SOCIETY TODAY

Global populations are ageing as life expectancies rise and fertility rates fall, this global transition is happening much faster than people think. Companies, governments and individuals must adapt to the evolving needs and preferences of this rapidly expanding pool of consumers.

Economically, ageing is usually perceived as overwhelmingly negative, however a positive focus on healthy, ‘whole of life’ wellbeing and the 65+ cohort accounting for most of the wealth in many nations has resulted in compelling long-term opportunities for multiple market sectors.

The Pacific Longevity and Social Change Fund seeks to capitalise on these structural growth trends and shifting demographics by identifying themes, sub-themes and companies which are already investable, with proven commercial viability who are set to benefit from this secular long-term investment opportunity.

AGEING POPULATION

2018 was first time in history that the global number of adults aged 65+ outnumbered children <5

RETIREMENT AGES

Governments around the world are wrestling to balance pension obligations

WHOLE LIFE WELL-BEING

Encouraging people to take charge of their own health span

SOCIAL PROTECTION

Reducing poverty and protecting the vulnerable c.30% of 65+ live alone in UK

Selecting themes with proven commercial viability

The Pacific Longevity and Social Change Fund seeks to capitalise on structural growth trends and shifting demographics by identifying themes, sub-themes and companies which are already investable, with proven commercial viability who are set to benefit from this secular long-term investment opportunity.  

EDUCATION & WELLBEING

Adjusting to a new life model and improving the length of healthy life-expectancy
  • Life-long learning
  • Modifying unhealthy behaviours with more active and healthier lifestyles
  • Preventing disease through vaccinations digital diagnostics, screening and monitoring

LONGEVITY CONSUMER

Discretionary spend of this age group is a huge business opportunity
  • Growing population with high spending capacity
  • Focuses on multiple sectors such as; leisure activities, travel, beauty, financial planning and companionship

HEALTHCARE

The older we get the more at risk of certain diseases we are
  • Treatment of age-related chronic disease: i.e. heart attack/stroke, cancer, diabetes, dementia, arthritis
  • Regenerative medicine and replacement of body parts due to wear and tear

LATER-LIVING

Increasing dependency needs of an expanding elderly population whether it be infrastructure, human capital or support services
  • Improve supply of doctors and nurses plus care facilities
  • Growing need for health insurance and funeral
    planning services

Why Invest?

Fully ESG integrated Article 8 fund focusing on the S in ‘ESG’

Championing companies with quality management and good governance, which promote longer living and positive changes for society

Proactive voting, engagement & equality framework driven by bottom-up stock selection

100% more female executive representation in invested companies compared with the Fortune 100 list of companies*

*www.20-first.com

Focusing on Longevity & Social change secular multi-year themes with proven commercial viability

Highly experienced team lead by portfolio manager Dani Saurymper who has over 20 years specialist industry experience

We specialise in a solution which delivers a portfolio with superior returns exploiting the opportunities that can be derived from a demographic dividend.
- Dani Saurymper, Portfolio Manager

Portfolio team

Dani Saurymper

Portfolio Manager

Dani Saurymper is the Portfolio Manager in Pacific's Longevity and Social Change team. Prior to joining PAM in July 2021, Dani worked at AXA where he was Portfolio Manager for the AXA Framlington Longevity Economy fund and research lead for Health/Ageing and Lifestyle at AXA IM Framlington Equities. He was also Portfolio Manager of the AXA Framlington Health Fund and has 20 years' experience in the Healthcare sector.
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Julia Varesko

Senior Analyst

Julia is a Senior Analyst in Pacific's Longevity and Social Change team. Prior to joining PAM in September 2021, Julia was a Senior Analyst covering diversified financial at JP Morgan. She has also held roles at Elsworthy Capital and Berenburg Bank as well as a prior period at JP Morgan where she spent six years in capital goods equity research. Julia is a CFA Charterholder and holds an MSc in Accounting and Finance from the London School of Economics from University College London.
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Lucien de Bonville

Investment Analyst

Lucien de Bonville is an Investment Analyst specialising in ESG analytics and research. Lucien was previously Research Manager at Valuation Investors (a Global ESG Equity Fund Manager); responsible for portfolio construction, company valuations & portfolio analysis. Prior to that he worked at Close Brothers AM as a Financial Analyst on the Socially Responsible Investment team.

News & Insights

Longevity & Social Change

Longevity & Social Change: Webinar Replay

G10 Macro

G10 Macro Rates: Breakfast Webinar

Multi-Asset Sustainable

Sustainable Multi-Asset Blog – COP26 Scorecard

Contact us

Speak to a member of the client team to find out more: