Setanta News

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Setanta Asset Management – Summer Internship Programme 2020

In Partnership With The Trinity Student Managed Fund

Setanta are delighted to welcome Rachel Carr from Trinity College Dublin as our inaugural summer intern.

As part of our sponsorship of the Trinity Student Managed Fund, we ran a highly competitive selection process for a summer internship with Setanta.

Despite the unusual circumstances we find ourselves in, as the world continues to grapple with COVID-19, moving ahead with a foreshortened virtual internship was agreed upon as the best option.

Rachel will be tackling an intensive four week programme, designed by Sean Kenzie, CFA to expose her to our investing style and research process. The primary emphasis will be a grounding in the sources and sustainability of competitive advantage; in turn how this links in a practical way with company analysis and valuation. The four week programme will culminate in Rachel analysing and presenting a stock note to the Portfolio Managers, using what she has learned throughout the programme.

Take a read of a recent Q&A with we had with Rachel here or via our LinkedIn page.

Covid-19 (Coronavirus) – BCP Update

At Setanta Asset Management (“Setanta”) the health and safety of our clients and staff are our top priority.

As the impact of the COVID-19 (Coronavirus) pandemic grows we want to assure our clients that the already rigorous BCP (Business Continuity Plan) measures at Setanta have been reinforced with a number of measures to make sure that we continue to manage the assets that our clients have entrusted us with while also minimising the risk to the health of our clients and staff.

Continuity of client service

  • Setanta and its main service provider ILIM have conducted  successful “remote working” tests on Wednesday 4th and Thursday 5th of March. This involved staff working from home each day and executing their daily tasks. We encountered no significant issues through this test and are confident in our ability to maintain our service to you
  • Our business is moving to a remote office model and most of our staff will be working from home by the end of this week.   The portfolio management teams have the ability to continue to manage the portfolios and execute transactions as normal

Business continuity preparedness

  • Our Business Continuity Plan (BCP) is robust and we have a team specifically monitoring this on a daily basis to ensure all staff are fully aware of the requirements, should we see any further escalation in COVID-19 concerns
  • There is an Incident Management Team in place consisting of senior executives across the group that are responsible for the overall corporate response to the evolving situation
  • Our cross-functional BCP group has been meeting daily over the last two weeks to closely monitor developments, co-ordinate preparation planning/activities, liaise with support functions, and escalate issues as required. Proactive actions taken to date include employee awareness campaigns, expansion of video conferencing facilities and deep cleaning of all premises

Protecting our people

  • We have ceased all international business travel.  This has been further extended to all out-of-office events
  • No Setanta staff had travelled to regions that are most affected by the virus but we had contingencies in place and staff would have had to remain at home for 14 days prior to returning to our offices. We are treating the well-being of our staff and our clients as a key priority and want to ensure we do not contribute to the risk that the virus spreads further

We believe these measures will minimise the health risk to employees and clients whilst continuing to provide the service with which you have entrusted us with.  We will keep you up to date if there are material changes to our planning and sincerely hope that you and your teams stay safe and well.

Merry Christmas From Setanta Asset Management

 

For our opening hours during the Christmas period, please visit our LinkedIn page.

 

Setanta Asset Management named in the 2019 Top 40 Money Managers Survey

Setanta Asset Management named in the Top 5 fastest growing in the C$1-C$10bn category. Full report available here.

Source: Firms participating in the Canadian Institutional Investment Network’s fall 2019 top 40 money managers survey

Canadian strategies

Setanta Asset Management sponsorship of the Trinity Student Managed Fund

Setanta Asset Management are delighted to announce that we have sponsored the Trinity Student Managed Fund, the first student managed fund established in Europe.

Take a read of our announcement here or via our LinkedIn page and hear what we had to say about the new sponsorship.

Our heritage, Setanta asset management heritage

Irish Pension Awards 2019 – Setanta Asset Management wins Equities Manager of the Year

Setanta Asset Management has been named Equities Manager of the Year at the 2019 Irish Pension Awards, held in association with European Pensions.

2019 Top 40 Money Managers Report

Setanta Asset Management named in the Top 5 fastest growing in the C$1-C$10bn category. Full report available here.

Source: Firms participating in the Canadian Institutional Investment Network’s spring 2019 top 40 money managers survey

Scope Fund Rating for Setanta Global Equity Fund & Setanta Income Opportunities Fund

The Setanta Income Opportunities M EUR Fund (IE00BYQB3W75)  received a B rating from Scope Analysis (as at August 2020).

 

The Setanta Global Equity A EUR Fund (IE00BVFMJK06) received a B rating from Scope Analysis (as at August 2020).

 

FundGrade A+ 2018 Award for the Canada Life (Setanta) Global Equity Fund

Canada Life awarded the Fundata Canada FundGrade A+ 2018 Award for the Canada Life (Setanta) Global Equity Fund.

FundgradeAPlusIcon2018

Irish Pension Awards 2018 – Setanta Asset Management wins Equities Manager of the Year

Setanta Asset Management has been named Equities Manager of the Year at the 2018 Irish Pension Awards, held in association with European Pensions.

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