12MAY 2021
11:00 am - 60 minutes


Sustainability webinar with Forsters

This event has ended

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

Sustainability webinar with Forsters


Investing sustainably is top of the agenda for many of the charities and family offices. Given this, many trustees are looking for advice on their fiduciary duties and the practicalities to consider when looking to maximise the positive impact of their investments.

Cazenove Capital, along with Forsters provided an insight on what we believe are key considerations. Cazenove Capital and Forsters specialists gave their thoughts on the following:

  • Ethical investment and social investment and the relationship between the two. Social Investment Tax Relief and its role in philanthropy. Neasa Coen, charities expert, Forsters.
  • The responsibilities of trustees and family offices when making sustainable investments and ways in which fiduciaries can manage risk. Charlotte Evans-Tipping, family office expert, Forsters.
  • Creating your responsible Investment policy and investing for positive impact across your total portfolio. Emilie Shaw, charity investment and sustainability specialist and Lyn Tomlinson, Head of Impact and Philanthropy, Cazenove Capital.

Watch the recording of our webinar


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 james.brennan@cazenovecapital.com