Responsible investment for charities: watch the replay

(03:15 – 46:00) High Court Judgement: Responsible Investment and the Law

Luke Fletcher, a partner at law firm Bates Wells, recently acted for two charitable trusts that wanted to align their investments with their charitable purpose. He discussed the recent Butler-Sloss v Charity Commission case in more detail.

(46:30 – 1:31:30) Trends: Active ownership and Impact

Kate Rogers chaired a panel discussion with Rennie Hoare of the Golden Bottle Trust, Gail Cunningham of the Association of Charitable Foundations and Christine Chang of Big Society Capital. They discuss best practice in sustainable and impact investing.

(1:31:40 - 2:08:00) In practice: Responsible Multi-Asset Fund update

Tom Montagu-Pollock, Kate Rogers and Matt Best provide an update on the Cazenove Charity Responsible Multi Asset Fund and share how we are putting theory into practice.

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Registered Office at 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

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