2:00 pm - 30 MINUTES
Charity Responsible Multi-Asset Fund Webinar
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Launched on the 1st August 2018 The Charity Responsible Multi-Asset Fund is a long term investment fund with a diversified strategy investing in equities, bonds, property and alternative assets that aims to pay out 4%* per annum whilst being managed with a long term performance target relative to inflation. The Fund benefits from Schroders’ market leading responsible investment team and adopts an integrated approach, examining environmental, social and governance factors as part of the investment process; and using our influence to promote best practise by the companies in which we invest. This approach sits alongside an ethical screen to ensure the fund does not invest in areas of common ethical concern.
Hear from Tom and Nathalie as they review how the fund has been invested since launch and our views on the market outlook.
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.
Nathalie KrekisCazenove Charities
Nathalie joined Cazenove Capital after graduating from Leeds University in 2008 with a BSc in Sports Science where she was also an athletic scholar. Nathalie has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director within the Charity team. She is Chair of the European Equity Fund Committee and a member of the Asian Equity, Private Equity and Charity Investment Committee. Nathalie is also a Member of the Chartered Institute of Securities and Investment and a Fellow of the Royal Society of Arts.
Charity Responsible Multi-Asset Fund
The Charity Responsible Multi-Asset Fund, part of the suite of Charity Authorised Investment fund range launched on 1st August 2018.