Charity Authorised Investment Fund events

07NOV 2017
12:00 pm

Schroders
Schroders, 31 Gresham Street, LondonEC2V 7QA

Charity Multi-Asset Fund Lunch

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You can download the presentation slides or watch the presentation recording below

About

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 also be joined by James Sym, Fund Manager from the Schroders Business Cycle Team, who will provide an introduction to one of the Charity Multi-Asset Fund’s new holdings, the Schroder European Alpha Income 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 charityevents@cazenovecapital.com with any questions. 

There is no charge for attending.

Date and Venue

07NOV 2017

Schroders

Schroders, 31 Gresham Street, London , EC2V 7QA


Speakers

Tom Montagu-Pollock

Cazenove Charities
Portfolio Director and Charity Multi-Asset Fund Manager

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 Rogers

Kate Rogers

Cazenove Charities
Co-head of 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.

James Sym

Schroders
Fund Manager
James Sym is a Fund Manager at Schroders, responsible for the Schroder European Alpha Income Fund, Schroder European Alpha Plus Fund and co-manager of Schroder International Selection Fund European Equity Focus. He joined Schroders in 2013 and is based in London. James was a Fund Manager at Cazenove Capital Management from 2007 to 2013, responsible for European portfolios which he continued to manage following Schroders acquisition of Cazenove Capital in 2013. James is a CFA Charterholder, has a BSc in Natural Sciences (Mineral Physics) and Management Studies from Cambridge University.
 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com