21JUL 2020
12:30 pm - 60 minutes


Charity Responsible Multi-Asset Fund webinar

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


Join us for our Charity Responsible Multi-Asset Fund Investor update.

Launched on the 1 August 2018, the Charity Responsible Multi-Asset Fund is designed for charities who want to align their investments with their charitable mission and invest for a better future.

Our intention is for the Fund to have a positive impact on people and the planet by avoiding harm through ESG integration and exclusions, benefiting stakeholders through responsible business activities and contributing to solutions through influence and investing for impact.

Since launch the fund has grown to £102m with over 50 underlying clients.

The presentation will include a review of how the fund has been invested over recent months, our views on the market outlook, the evolved Responsible Investment Policy and reporting on the impact of the Fund on people and planet. Tom and Emilie will be joined by Alex Monk, Fund Manager of the Schroder Global Energy Transition Fund, who will discuss the global transition towards a lower-carbon economy and the investment opportunity this presents.

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.


Charity Responsible Multi-Asset Fund webinar

Tom Montagu-Polock, Emilie Shaw, Alex Monk


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

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