Single Manager Solutions:

Longevity & Social Change

The Pacific Longevity and Social Change strategy 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 and 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 and 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 OF 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 extending the period 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

Hear from the team

What is the importance of active management when it comes to interpreting data?

Play Video

With life expectancy evolving to over 100 years, what trends are we witnessing in terms of longevity? 

Play Video

Matt Linsey, managing partner & portfolio manager

What is the importance of the ‘S’ in ESG in the Longevity and Social Change Strategy?

Play Video

What makes the Longevity and Social Change strategy different to other thematic funds?

Play Video

Kamil Dimmich, partner & portfolio manager

Matt Linsey, managing partner & portfolio manager

Kamil Dimmich, partner & portfolio manager

Why Invest?

Fully ESG integrated Article 8 strategy elevating 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

The portfolio is intrinsically skewed towards companies which score highly on environmental and other ESG characteristics.
- Julia Varesko, Co-Portfolio Manager

Portfolio team

Christian Cole

Co-Portfolio Manager

Christian is an Investment Manager focussing on Global Trends, researching and monitoring the investment universe and working on investment ideas. Christian holds a BSc in Economics from Royal Holloway College, University of London.
Instagram

Aurimas Martinkevicius

Research Analyst

Aurimas is a Research Analyst at and joined the business in January 2023 when Dominion appointed Pacific as an investment advisor to Dominion’s range of funds. Prior to joining Pacific, Aurimas worked at Dominion since 2021. Before his tenure at Dominion, he was employed at Moody's Investors Service.
Instagram

Julia Varesko

Co-Portfolio Manager

Julia Varesko is a Co-Portfolio Manager in Pacific’s Longevity and Social Change Team. Prior to joining PAM in September 2021, Julia was a senior analyst covering diversified financials at JP Morgan. She has also held roles at Elsworthy Capital and Berenberg Bank as well as a prior period at JP Morgan where she spent six years covering the Capital Goods sector. Julia is a CFA Charterholder and holds an MSc in Accounting and Finance from the London School of Economics and a BSc in Economics from University College London.
Linkedin

James Pavey, CFA

Equity Research Analyst

James is an Equity Research Analyst at Pacific. Prior to joining Pacific in 2024, he spent over 3 years at Bank of America and Redburn in both generalist and sector-specific equity research roles. James trained as a Chartered Accountant with PwC and has a BSc in Economics from the London School of Economics and Political Science.
Instagram

Lucian de Bonville

Investment Analyst

Lucian de Bonville is an Investment Analyst specialising in ESG analytics and research. Lucian 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.

DOCUMENTS

See below for the latest Longevity and Social Change documents: 

News & Insights

News Image – 44@2x
Multi-Asset

Pacific Multi-Asset Solutions Video Update

EM Equity Income

Emerging Markets Income: August Monthly Commentary

Multi-Asset

Multi-Asset: September Monthly Commentary

SEE ALL

find out more:

PAM RESPONSIBLE INVESTING

G10 Macro Rates

EMERGING MARKETS

Contact us

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

Nick Lemis

Global Head of Wholesale

Mary Murphy

Global Head of Institutional Sales

Seb Stewart

Head of US Institutional Sales

Jonno Ross

Associate Director

Chris King

Associate Director