Webinars
23JUL 2019
2:00 pm - 45 minutes
Webconference
Charity Responsible Multi-Asset Fund webinar
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About
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.
As the fund nears its first anniversary, hear from Tom and Nathalie as they review how the fund has been invested since launch and our views on the market outlook.
Presentation
Charity Responsible Multi-Asset Fund
Tom Montagu-Pollock and Nathalie Krekis
Fund team
Speakers
Tom Montagu-Pollock
Cazenove CharitiesTom 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.
Nathalie Krekis
Cazenove CharitiesNathalie 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.
More Details
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.
