Cazenove Charities is focused on supporting those people involved in making investment decisions within charities and endowments. Through talking to trustees and understanding their needs, we identify the issues facing decision-makers today and seek to publish useful, relevant and thought-provoking material.


Is your charity prepared for the next market crisis?

This paper examines past market crises and the psychology underlying “irrational” investor behaviour. It offers practical ways in which trustees can prepare for future crises and navigate successfully through them. Mindful of the unique financial circumstances of each charity, it covers a range of scenarios that we hope will be relevant to every reader.  

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Time and Money

‘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.  

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Making Board Committees Work

Effective boards and committees are crucial in helping charities achieve their mission and aims. This briefing, produced by Association of Chairs and sponsored by Cazenove Charities, provides a concise and practical summary, which looks to help charity Chairs get the most out of their committees.

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Value for money

A practical guide and some thoughts on a framework for assessing the fees charged by your investment manager. Kate Rogers, Head of Policy, and Giles Neville, Head of Charities, and Amy Browne, Portfolio Manager have run a series of working groups with a collection of charity representatives from all backgrounds addressing this topic. 

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NCVO Good Trustee Guide

Ideal as an introduction for new board members or as a refresher for long-serving trustees, The Good Trustee Guide, sponsored by Cazenove Charities provides comprehensive information about a trustee's role, and guidance on developing an effective trustee board.

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Intentional Investing

Written by Richard Jenkins and Kate Rogers, the report examines current responsible and ethical investment practice, drawing on the results of the biggest survey of its kind into the behaviours of charity investors.

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For Good And Not For Keeps

The report written by Richard Jenkins and Kate Rogers, published by ACF and sponsored by Schroders, explores the questions asked by trustees of charities with long-term missions who rely on investment assets to fund their activities.

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Investment Policy guide

Following the Charity Commission's updated investment guidelines in 2012, Kate Rogers, in her role as the Chair of the Charity Investors' Group prepared a guidance report to assist charities in the preparation of their Investment Policy Statement. This was accompanied by a series of workshop-based events hosted by Schroders.

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Charities and Investment Matters - A guide for trustees

How trustees can comply with the law and make the right decisions when investing charity funds

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Contact Us

John Clifton

Business Development Manager

Tel: 020 7658 3636

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