As of 2018 The Association of Charitable Foundations (ACF) runs an exclusive Official Partner Programme, which enhances the way it works with commercial organisations and, in doing so, leverages financial expertise and learning for the benefit of its members and the wider foundation community.
The Programme involves four year arrangements with Cazenove Charities, CCLA, Mercer and Ruffer LLP, deepening and integrating ACF’s relationship with each organisation. In doing so ACF is able to draw on the investment intelligence of its partners and bring it to bear across its events, training, information and research outputs.
The Programme replaces previous one-off sponsorship arrangements and instead allows foundations to benefit from a knowledge-led approach from partners with an established reputation for engagement with the sector and a robust attitude towards issues of ESG.
The move follows a new strategic plan and a staffing restructure aimed at delivering on the changes requested by members – namely to become a more powerful voice in advocating for foundations while continuing to develop services.
Commenting on the Programme, ACF Chief Executive Carol Mack said:
“The Official Partner Programme represents a significant moment in ACF’s development. I believe strongly that it enhances our member offer, without compromising our role in providing protected space for high-value peer exchange and learning. In joining the Programme, each partner is demonstrating their long term and much welcomed commitment to the health of the sector.”
ACF’s Official Partners:
Cazenove Charities is the largest charity investment manager in the UK and is delighted to partner with ACF. The team has a track record of generating strong risk adjusted returns supported by the investment resource at Schroders. A dedicated team of charity specialists work with each of our clients to meet their financial and social objectives. We are confident that we have the capabilities and resource to meet your Foundation’s investment requirements, whatever your size and purpose.
CCLA specialises in the management of charity investments and aims to deliver strong and sustainable long-term returns whilst respecting our clients spending plans, risk tolerance and ethics. Our heritage and ownership allow us to focus wholeheartedly on the needs of our clients and helping them to maximise the impact of their work.
Mercer has over 40 years’ experience of delivering investment outcomes for charities, endowments and foundations globally. We have a dedicated team of Charity investment specialists who ensure we fully understand the requirements and specialism required for this market. We focus on objectives such as strong performance, capital preservation, income generation, cost management, Responsible investment policy alignment and best practice governance structures. Mercer is uniquely placed to help meet these goals as we integrate our heritage in advisory services, investment management and market leading ESG research. Our portfolio solutions use highly rated managers across asset classes to help meet your investment objectives and allow you to focus on the impact of your philanthropic mission.
At Ruffer, we have a distinctive approach to investing which we believe is well suited to the needs and goals of charities and their trustees. We focus on delivering ‘all weather’ investment returns and protecting and growing the value of our client’s assets throughout the market cycle. Instead of following benchmarks, we aim not to lose money in any single year and to deliver a return significantly greater than the risk free alternative of cash on deposit. By aiming to avoid the cyclical gyrations of the market, we aspire to provide a less volatile experience for our charity clients.