Cazenove

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Cazenove Charities is the largest charity investment manager in the UK and is delighted to partner with ACF. The team has a track record of generating strong risk adjusted returns supported by the investment resource at Schroders. A dedicated team of charity specialists work with each client to meet their financial and social objectives whatever their size and purpose.

 

 

Cazenove resources

The team at Cazenove Charities frequently share their insights into charity investment, covering topics such as climate change, responsible investment and ESG (environmental, social, and governance) considerations, and the impact of Covid-19. A full selection of Cazenove content is available on their website. To stay up-to-date directly you can sign-up to receive their newsletter.

 

 

Intentional Investing 2020

 

Intentional Investing 2020
This paper updates the research completed with ACF in 2015, highlighting key trends and developments in practice and attitudes among UK charity investors over the last five years. Read it now.

 

Time and Money report

Time and Money (2018)
‘Time and Money’ is the third in a series of reports into the governance and practice of charity investing. It examines the benefits of foundations and endowments taking a long term approach; but also considers the barriers that might get in the way. Read it now.
Cazenove and ACF 
 
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Risk, return and impact – the three dimensions of investing for foundations (May 2021)
Hear from Kate Rogers, Head of Sustainability at Cazenove on risk, return and impact - the three dimensions of investing for foundations. 

 

 
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ACF Virtual Annual Conference 2020: Workshop, Intentional Investing 2020
It has been five years since the original ‘intentional investing’ research was published, considering how foundations can align their mission and their investments. The session looked at new research examining the current responsible investment practice in UK foundations. Intentional Investing 2020 shows that 77% of charity investors now have a responsible investment policy and highlights a huge increase in climate change and fossil fuel divestment policies across the sector.

 

Contact Cazenove

Kate Rogers, co-head charities

Kate Rogers, Co-Head Charities
Kate specialises in investment on behalf of charities, endowments and foundations and has over 20 years of experience, with 15 years at Schroders and Cazenove. She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham. She won a Women in Investment Award for her work with the Charity Commission and FCA creating a new charity investment vehicle. Email Kate.

James Brennan, portfolio director

James Brennan, Portfolio Director
James joined from Cazenove in 2019 as Portfolio Director in the Charity team. James has worked with charities for 24 years, is a regular speaker at charity conferences and has written numerous articles for the charity press. James is an ex-officio adviser to a UK charity, where he was formerly a trustee and chair of the Finance Committee, and is a Fellow of the Chartered Institute for Securities and Investment. Email James.

Disclaimer: the information and opinions contained in these resources do not constitute investment advice and should not be used as the basis of any investment decision. These resources are not intended to provide, and should not be relied on, for tax, investment, financial or legal advice and individuals or institutions are strongly urged to consult with relevant advisers regarding any potential decision regarding their investments or philanthropy. The material in these resources is for information purposes only.