Cazenove Charities - September 2023
Cazenove Charities, in association with the Association of Charitable Foundations (ACF), has published a report exploring charities’ climate commitments and encouraging the use of investment strategies to take action on climate change.
THIS MONTH'S HIGHLIGHTS
While interest rates remain a headwind, it is looking more likely that the US economy is heading for a "soft landing".
Alex Monk thinks that with earnings at a turning point and attractive valuations, the outlook remains bright for energy transition investing, despite likely short-term volatility.
Emerging markets economist David Rees joins the pod to discuss what's going on in China and whether it could be the country's “Lehman Brothers moment”.
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UPCOMING EVENTS
Charity Trustee Investment Training
21 September
Our annual charity investment trustee training programme will give trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives. The two-part course is designed to provide an overview of best practice in charity investment covering charity law, investment policy and investment asset classes. Part Two is for trustees who have attended the previous session or have past investment experience.
Charity Trustee Training: updated charity investment guidance
14 and 27 September
These sessions will cover the Charity Commission for England and Wales’ updated charity investment guidance and will be important training for charity trustees responsible for investment assets. We’ll consider the legal and practical implications of the new guidance and any recommendations for trustees.
Workshop: Charity investments and net zero
12 September, 4 October and 30 October
To support the launch of Climate Confident: Charity investments and net zero, we are holding three workshops. We will discuss the findings of the report, the different approaches to climate-related investment policies and the five actionable steps you can take to align your investment strategy to your climate ambitions. All charity executives, trustees or committee members are warmly invited to attend.