Charity Authorised Investment Fund events
Schroders, 31 Gresham Street, London, EC2V 7QA
Charity Multi-Asset Fund Lunch
This event has ended
Join us for our regular Charity Multi-Asset Fund Investor lunch.
The presentation will include a review of how the fund has been invested over recent months and our views on the market outlook. We will be joined by Simon Adler, fund manager from the Schroders specialist value team, who will provide an update on one of the Charity Multi-Asset Fund’s core UK equity holdings, the Charity Equity Fund.
This session is designed as a useful update for current investors as well as to provide an insight into the fund for potential charity investors.
Please contact firstname.lastname@example.org with any questions.
There is no charge for attending.
Date and Venue
Schroders, 31 Gresham Street, London , EC2V 7QA
Tom Montagu-PollockCazenove Charities
Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.
He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.
Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.
Kate RogersCazenove Charities
Kate specialises in investment on behalf of charities, endowments and foundations and has over 20 years of experience, with 15 years at Schroders and Cazenove. She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham, is Chair of her local community foundation, Vice-Chair of her local primary school and Chair of the Finance Committee of the Cripplegate Foundation. She won a Women in Investment Award for her work with the Charity Commission and FCA creating a new charity investment vehicle.
She has researched and co-authored a series of publications on Charity investment best practise including 'For Good and Not For Keeps', which examines sustainable expenditure, ‘Intentional Investing’, which researches how charities can align their investment policy with their aims as an organisation, and more recently ‘Time and Money’, which explores how charities can make the best use of longevity. Kate was chair of the Charity Investors' Group for 12 years, standing down in 2019. In this role she collaborated with CFG and authored a guide to written investment policies. Kate also regularly writes on charity investment in the charity sector press.