Cazenove Charities - February 2023
TIME FOR A FRESH LOOK – ADD YOUR VOICE
How does your charity investment policy compare with peers? Which trends matter most?
Help find out by completing this short survey in less than five minutes. We welcome responses from all charity trustees, committee members and executives.
The subsequent report will help you understand your investment policies and practice compared to peers, with a particular focus on spending rates, sustainability and addressing Net Zero. The research is in association with the Association of Charitable Foundations and led by Nick Perks , founder of the Funder Commitment on Climate Change and former Trust Secretary of the Joseph Rowntree Charitable Trust.
INFLATION STARTS TO COOL, WHERE NEXT FOR MARKETS?
Our Chief Investment Officer shares his thoughts on the past year in markets – and what might lie ahead.
INDEX CONCENTRATION COMES BACK TO BITE INVESTORS
Your portfolio may not be as diversified as you think.
EVENTS 2023
Our 2023 Trustee Training and Charity Authorised Investment Fund updates are now open for booking. These hybrid sessions aim to give you an opportunity to learn from investment, financial and legal professionals as well as provide regular updates on our specialist charity funds. We can also introduce you to peers in other organisations, allowing you to share your knowledge and experience.
These events are designed to complement our thought leadership publications. We look forward to welcoming you to one of our events this year.
领英推荐
ARE YOU MAKING THE MOST OF YOUR CASH?
With interest rates having risen materially over the past year, our charity clients can now benefit from increased yields on their cash reserves.
At Cazenove Capital, we have our own banking licence and currently pay our charity clients a rate of 3.5% gross p.a. This tracks the Bank of England base rate (minus 50bps) on cash of ￡10,000 and above held in portfolios.
For Charities with surplus cash reserves, we can construct low-cost portfolios to generate additional income to help meet your financial objectives. This is an actively-managed service with all administration carried out by Cazenove Capital. Our dedicated credit team conducts analysis and due diligence on all counterparties we hold to ensure our clients’ cash reserves are secure.
FINANCIAL EDUCATION FOR SCHOOLCHILDREN
We’ve partnered with the Just Finance Foundation (JFF) to help support improved financial literary and resilience across the UK.