Spring 2017

Despite the ever increasing number ofelections, market volatility remains near historic lows. Opinion polls were right to suggest that Macron would win the Presidential election in France and are also indicating the Conservative party will increase their majority in the UK. As with any prediction made in ink, I could look stupid in a few months’ time, but I cannot help but feel that market volatility must rise. Of course it could well be triggered by another cause.

We were delighted that Schroders were recently ranked highest in a ShareAction report assessing the responsible investment (RI) performance and transparency of 40 of the largest asset managers in Europe. Embedded across the range of Schroder managed funds that we invest in on behalf of clients, it is also the process we leverage when managing directly invested portfolios.

I look forward to seeing a number of you at our Annual Charity Investment Lecture on Wednesday 24th May at the Royal Institution or at our other upcoming events.

Feature article

Same focus, refreshed identity

Market Update

April Market Update

Upcoming event

Join us for the launch of the 2017 Almanac, published by NCVO, 9th May

The NCVO Civil Society Almanac presents a comprehensive picture of the structure and economy of the UK voluntary sector. We are once again delighted to sponsor the publication, and will be hosting the launch event to hear from the authors on their research and key findings. 

If you are interested in attending this event please visit cazenovecharities/events

Other news


  • The Charity Multi-Asset Fund has reached £500 million on behalf of over 300 charity investorsSchroders has been named as the top European Asset Manager in the ShareAction 2017 Responsible Investment Ranking

Exam success

  • Emilie Coxwell Matthewman has passed CISI Applied Wealth Management exam and Naman Mahfooz passed the CISI Investment Operations Certificate

New arrivals

  • Tom and Sophia Montagu-Pollock have had a baby girl, Orabel; Joanna and Steve Dunn have had a baby girl, Elizabeth; Jeremy and Elizabeth Barker have had a baby boy, Zach. A huge congratulations to them all.

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Rebecca Pink

Tel: 020 7658 6414 


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