Cazenove Charities is one of the largest charity investment managers in the UK.

Cazenove 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 client to meet their financial and social objectives whatever their size and purpose.

 

Cazenove resources

Insights

The team at Cazenove Charities frequently share their insights into charity investment, covering topics such as climate change, responsible investment and ESG (environmental, social, and governance) considerations. A full selection of Cazenove content is available on their website.

Newsletter

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Climate confident: Charity investments and net zero 

In this report you’ll find actionable steps on setting a net zero investment strategy and example investment policies to help drive transformative action. The report draws on the findings from over 130 charity investor survey responses, focus groups and four case studies of charities that are showing how climate can be integrated into investment approaches. Read it here. 
 

Annual Impact Report 2021

 
  Read here

Time and Money 2018

‘Time and Money’ is the third in a 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.
Time and Money report   Read here

 

Trustee training: Updated Charity Investment Guidance

Join Cazenove online in September to hear more about the Charity Commission for England and Wales’ updated charity investment guidance. Events will cover the legal and practical implications of the new guidance and any recommendations for trustees. Register here. 

 

Risk, return and impact – the three dimensions of investing for foundations

Hear from Kate Rogers, Head of Sustainability at Cazenove on risk, return and impact - the three dimensions of investing for foundations (May 2021).

Video recording is available for members when logged in.

ACF Virtual Annual Conference 2020: Workshop, Intentional Investing 2020

It has been five years since the original ‘intentional investing’ research was published, considering how foundations can align their mission and their investments. The session looked at new research examining the current responsible investment practice in UK foundations. Intentional Investing 2020 shows that 77% of charity investors now have a responsible investment policy and highlights a huge increase in climate change and fossil fuel divestment policies across the sector.

Video recording is available for members when logged in.

Contact Cazenove

Kate Rogers, Head of Sustainability
Kate specialises in investment on behalf of charities, endowments and foundations and has over 20 years of experience, with 15 years at Schroders and Cazenove.  She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham, is Chair of her local community foundation, Vice-Chair of her local primary school and Chair of the Finance Committee of the Cripplegate Foundation.  She won a Women in Investment Award for her work with the Charity Commission and FCA creating a new charity investment vehicle.
She has researched and co-authored a series of publications on Charity investment best practise including 'For Good and Not For Keeps', which examines sustainable expenditure, ‘Intentional Investing’, which researches how charities can align their investment policy with their aims as an organisation, and more recently ‘Time and Money’, which explores how charities can make the best use of longevity.  Kate was chair of the Charity Investors' Group for 12 years, standing down in 2019.  In this role she collaborated with CFG and authored a guide to written investment policies.  Kate also regularly writes on charity investment in the charity sector press. Email Kate.

 

James Brennan, Portfolio Director
James joined from Rathbones where he spent 8 years as an Investment Director and Head of Business Development in the Charity Team.
James has previously worked at a number of firms in charity and university focused roles, is a regular speaker at charity webinars and conferences and has written numerous articles for the charity press.
James is trustee and honorary treasurer of a benevolent charity and is a Fellow of the Chartered Institute for Securities and Investment. Email James.

 

 

Tom Montagu-Pollock, Co-Head of Charities and Fund Manager
Tom joined Schroders and began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management. He is now a Portfolio Director and Team Leader with responsibility for a number of segregated portfolios and clients invested in a Schroder common investment fund, the Charity Multi-Asset Fund and the Charity Responsible Multi-Asset Fund. Tom is a chartered member (FCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course. He is a trustee of the Natasha Allergy Research Foundation.