Video: A perspective from the UK
Kate Rogers, co-head of Cazenove Charities, speaks to a panel of charity investors: Dr Lynne Gupton, Aidan Kearney and Matt Cox, about their approach to managing endowments. The discussion covers key topics for charity investors including investment time horizon, determining the right spending level and how to align investments with a charity’s mission.
To view the rest of the recordings from the Charity Investment Forum please click here:
This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.
This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.
All data contained within this document is sourced from Cazenove Capital unless otherwise stated.