Staff and trustees involved in the strategic oversight of charitable investments, including Chairs of Trustees and Investment Committees, Finance and Investment Directors and Chief Executives. 

How to align and manage mission and investment time horizons is a key challenge for charities with assets. Your participation will help shape our report, due to be published in 2018, on how different charitable investors respond to the opportunities and challenges of managing their assets. 

Our aim is to provide a framework to help organisations find the approach that is right for them, covering (among other aspects), setting investment time frames, managing performance and deciding on trustee tenure. 

Yes. As well as this survey, we are engaging practitioners in a series of events over the coming months, including two focus groups in London and York, a dedicated session at the Association of Charitable Foundations conference on Wednesday 8^th November and at the Cazenove Charity Investment Forum on Wednesday 29^th November 2017. If you’d like to take part in a focus group, register your interest at the end of the survey.

The research is being conducted by Kate Rogers, Head of Policy at Cazenove Capital and Richard Jenkins, an independent consultant and former Head of Policy at the Association of Charitable Foundations. Kate and Richard have previously published For Good And Not For Keeps: How long-term charity investors approach spending on their charitable aims and Intentional Investing: Whether and how to develop a charity’s investment policy with its values and aims in mind. The research will be published by Cazenove Charities and is supported by the Association of Charitable Foundations.