12:30 pm - 45 minutes
Charity Responsible Multi-Asset Fund webinar
This event has ended
Launched on the 1 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 practice 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.
By investing in the Responsible Multi-Asset Fund your Charity can reduce the equity portfolio carbon footprint by up to 60% compared to the MSCI AC World Index, while actively investing in solutions to meet environmental need.
Since launch the fund has grown to over £71m with 41 underlying clients. Hear from Tom, Nathalie and Emilie as they review how the fund has been investing, our views on the market outlook, as well as answering your questions.
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.
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.
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.