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Webinars

21JUL 2020
12:30 pm - 60 minutes

Webconference

Charity Responsible Multi-Asset Fund webinar

This event has ended

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

About

The presentation will include a review of how the fund has been invested over recent months, our views on the market outlook and the evolved Responsible Investment Policy.

Presentation

Charity Responsible Multi-Asset Fund webinar

Tom Montagu-Polock, Emilie Shaw, Alex Monk

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.

Emilie Shaw

Cazenove Charities
Portfolio Director and Sustainable Investment Specialist

Emilie joined Schroders in 2011 and currently works as an Associate Portfolio Manager within the Charities team. Emilie is responsible for managing both segregated and pooled portfolios under discretionary, advisory and execution only mandates. Alongside managing client portfolios, Emilie sits on the Ethical Investment Committee. Emilie holds the CISI Chartered Wealth Manager Diploma and the CISI IAD Securities and IMC qualifications. She studied business and management at University of Chichester.

Alex Monk

Schroders
Global Renewables Analyst

Alex Monk is a Global Renewables Analyst at Schroders working for the Schroder Global Energy Transition Fund. He is responsible for providing investment ideas for the fund and analysing companies across the entire renewable energy value chain. Prior to this, he spent two years as Sustainable Investment Analyst at Schroders, covering utilities and telecommunications. His investment career commenced at Schroders in 2016. Alex has a BA (Hons) Degree in Geography from Oxford University, where he specifically focused on climate science. He also has an MSc Degree in Environmental Policy and Regulation from the London School of Economics and Political Science (LSE), where he focused on climate policy and environmental finance.

 

Contact Cazenove Charities

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

James Brennan

James Brennan

Portfolio Director james.brennan@cazenovecapital.com