12:30 pm - 60 minutes
Charity Responsible Multi-Asset Fund webinar
This event has ended
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.
Tom Montagu-PollockCazenove Charities
Tom specialises in investment on behalf of charities, endowments and foundations and has over 15 years of experience at Schroders and Cazenove. Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.
Tom is a chartered member (FCSI) of the Chartered Institute for Securities and Investment and has completed the London Business School Foundation and Endowment Asset Management Course. He is also a Trustee and member of the Investment Sub-Committee of the Natasha Allergy Research Foundation.
Alongside his Portfolio Director role, Tom is the co-manager of our two flagship Multi-Asset Charity Authorised Investment Funds, the Charity Multi-Asset Fund and Responsible Multi-Asset Fund. Tom has been involved in the launch and management of both Funds since their inception in 2007 and 2018 respectively.
Emilie ShawCazenove Charities
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 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.