Contribute to our research surrounding the opportunities and challenges of a long-term view
Do you rely on investment returns to support your charitable activity? Does your organisation’s investment horizon and the way you monitor performance, work for, or against your trustees’ charitable intentions?
Take part in our survey and shape our research by sharing your experiences. With 26 questions it should only take around 10 minutes to complete.
Who should respond?
Staff and trustees involved in the strategic oversight of charitable investments, including Chairs of Trustees and Investment Committees, Finance and Investment Directors and Chief Executives.
Why should you participate in this research?
How to align and manage mission and investment time horizons is a key challenge for charities with assets. Your participation will help shape our report, due to be published in 2018, on how different charitable investors respond to the opportunities and challenges of managing their assets.
Our aim is to provide a framework to help organisations find the approach that is right for them, covering (among other aspects), setting investment time frames, managing performance and deciding on trustee tenure.
Are there other ways to engage?
Yes. As well as this survey, we are engaging practitioners in a series of events over the coming months, including two focus groups in London and York, a dedicated session at the Association of Charitable Foundations conference on Wednesday 8th November and at the Cazenove Charity Investment Forum on Wednesday 29th November 2017. If you’d like to take part in a focus group, register your interest at the end of the survey.
The research team
The research is being conducted by Kate Rogers, Head of Policy at Cazenove Capital and Richard Jenkins, an independent consultant and former Head of Policy at the Association of Charitable Foundations. Kate and Richard have previously published For Good And Not For Keeps: How long-term charity investors approach spending on their charitable aims and Intentional Investing: Whether and how to develop a charity’s investment policy with its values and aims in mind. The research will be published by Cazenove Charities and is supported by the Association of Charitable Foundations.
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.