PERSPECTIVE3-5 min to read

Responsible investment for charities: watch the replay

On Tuesday 12 July, we held the Charities Responsible Investment update, discussing recent developments for charity trustees.

21/07/2022
impact-investing

Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Kate Rogers
Head of Sustainability, Wealth
Rennie Hoare
Head of Philanthropy, C. Hoare & Co.
Luke Fletcher
Partner
Matt Best
Assistant Portfolio Manager

(03:15 – 46:00) High Court Judgement: Responsible Investment and the Law

Luke Fletcher, a partner at law firm Bates Wells, recently acted for two charitable trusts that wanted to align their investments with their charitable purpose. He discussed the recent Butler-Sloss v Charity Commission case in more detail.

(46:30 – 1:31:30) Trends: Active ownership and Impact

Kate Rogers chaired a panel discussion with Rennie Hoare of the Golden Bottle Trust, Gail Cunningham of the Association of Charitable Foundations and Christine Chang of Big Society Capital. They discuss best practice in sustainable and impact investing.

(1:31:40 - 2:08:00) In practice: Responsible Multi-Asset Fund update

Tom Montagu-Pollock, Kate Rogers and Matt Best provide an update on the Cazenove Charity Responsible Multi Asset Fund and share how we are putting theory into practice.

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.

Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Kate Rogers
Head of Sustainability, Wealth
Rennie Hoare
Head of Philanthropy, C. Hoare & Co.
Luke Fletcher
Partner
Matt Best
Assistant Portfolio Manager

Topics

Perspective
Charities
Charity Multi-Asset Fund
Sustainability

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.