Cazenove

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

Cazenove at ACF Annual Conference

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. We will look 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.

With guest speakers talking through their foundation’s policy, the session will be interactive and is designed to help participants share best practice.

  • Kate Rogers, Co-Head of Charities and Head of Sustainability Policy, Cazenove

PLUS guest speakers …

Cazenove Resources

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, and the impact of Covid-19. A full selection of Cazenove content is available on their website, to stay up-to-date directly you can sign-up for their newsletter.

ESG Investing Olympics:

Cazenove Capital selected by mission-led investors to manage sustainable investment mandate … read more.

Total Return Approach:

Protecting your charity’s income: is now the time to adopt a total return approach? … read more.

Online Trustee Training:

Cazenove’s complementary online investment training platform gives you access to bitesize modules across a range of topics.   More than 400 trustees have used the course since its launch in the summer.  Find out more.

Intentional Investing:

Intentional Investing 2020:

This paper updates the research completed with ACF in 2015, highlighting key trends and developments in practice and attitudes among UK charity investors over the last five years.

Time and Money:

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.

Contact the team

Kate Rogers
Co-Head Charities

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. Email Kate.

James Brennan
Portfolio Director

James joined from Cazenove in 2019 as Portfolio Director in the Charity team. James has worked with charities for 24 years, is a regular speaker at charity conferences and has written numerous articles for the charity press. James is an ex-officio adviser to a UK charity, where he was formerly a trustee and chair of the Finance Committee, and is a Fellow of the Chartered Institute for Securities and Investment. Email James.