Charity Investment

Time and Money

‘Time and Money’ is the third in our series of reports into the governance and practice of charity investing.

05/07/2018

Kate Rogers

Kate Rogers

Head of Policy

Cazenove Charities

‘Time and Money’ is the third in our series of reports into the governance and practice of charity investing.

It examines the benefits of Foundations and Endowments taking a long term approach; but also considers the barriers that might get in the way.  

Packed full of insights from over 250 research participants, we hope that it will provoke board conversations and support trustees to be ambitious in their investing and spending, and resilient in times of stress.

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Find out more at the Cazenove Charity Investment Forum and the ACF conference later this year.   

 

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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. Limited 12 Moorgate, London, EC2R 6DA. 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:

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com