Charity Forum presentations
Slides presented at the Cazenove Capital Charity Forum held at the Royal Institute of British Architects on Wednesday 29th November 2017 are available to download below in PDF format or stream with audio.
Click the plus icons below to open each session.
Economic and Market Update
Richard Jeffrey, Cazenove Capital, Chief Economist
Richard provides an overview of the global economic environment and the outlook for interest rates, productivity and inflation.
Caspar Rock, Cazenove Capital, Chief Investment Officer
Caspar shares Cazenove Capital's investment philosophy before considering valuations in different regions and their impact on our current portfolio positioning.
Download Richard's presentation (1.3MB)
Download Caspar's presentation (2.1MB)
Tony Cousins, Chief Executive and Chief Investment Officer of Pyrford, discussed the methodology behind the Pyrford Global Absolute Return Strategy’s investment objective of generating a positive return every year by following an unconstrained approach.
Download the presentation (1.8MB)
Breakout session 1
Time and money
Kate Rogers, Head of Policy, Cazenove Charities and Richard Jenkins, independent researcher, formerly Head of Policy at the Association for Charitable Foundations, are working on their third research paper. Due to be published in early 2018, they are examining how differing time frames interact when managing charitable assets; how a long-term organisational time horizon doesn't necessarily translate into long termism in investing. This session explored their early findings and invited comment to inform their research.
Download the presentation (1.1MB)
Effective committees add value to the Board’s work. But it’s not always straightforward and problems can set in. Ros Oakley from the Association of Chairs, and Emily Petersen, Portfolio Director at Cazenove Charities, offer tips and tactics to help you get the most out of your charity committee meetings. The session draws on 'Making Board Committees work' a new guide from the Association of Chairs exploring the issues and solutions.
For more information and to download the guide see our website here.
Download the Presentation (1.3MB)
Ensuring your charity’s investments are managed in line with its values and aims is a key responsibility for trustees. This session focused on the challenges, opportunities and a wide variety of sustainable investment approaches that charities may choose to take.
Download the presentation (2.7MB)
For past research on connecting a charity’s mission with its investments, see our website here.
For more information on our approach to sustainability please click here.
Breakout session 2
It can be difficult to keep up-to-date with your legal obligations as a trustee of a charity. In this session, Laetitia Ransley, Associate in the Charity Team at Farrer & Co, provided a whistle-stop review of what every trustee should know about their legal duties.
Download the presentation (1 MB)
For a summary of the NCVO Good Trustee Guide, see our website here.
Spend or Save
Deciding how much your charity should spend today and how much you should save for future beneficiaries is one of the most crucial decisions many trustees have to make. In this workshop, Tom Montagu-Pollock, Portfolio Director at Cazenove Charities, re-visits our research on sustainable expenditure and address what a realistic return objective might look like over the medium term.
Download the presentation (1.3MB)
For past research on sustainable spending, see our website here.
Value For Money
We have recently published some thoughts on a framework for assessing the value for money that you get for your investment management fees. Giles Neville, Head of Charities, and Kate Rogers, Head of Policy, both at Cazenove Charities, will run through their findings and will encourage discussion.
Download the presentation (1.4MB)
To view the Value for Money research, see our website here.