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    Investing with Charities logo

    Investing with Charities

    30 October 2024
    Giving for good and investing with purpose
    On demand now available

    ABOUT THE EVENT

    This webinar will explore key themes and emerging trends shaping the charity and endowment fund investment landscape.

    In a focused hour of discussion, key asset owners and consultants will share insights on how the charity investment sector navigates the challenge of balancing investing for good, whilst also seeking sustainable financial returns to support ongoing charitable activities.

    Topics will include investment time horizons, ESG (environmental, social, and governance) criteria, exclusionary policies, and impact investing. We’ll also examine the expectations placed on investment managers and explore which asset classes are likely to deliver the most value in the current market environment.

    KEY DISCUSSION POINTS

    ● What are the time horizons for charities and clients and how does that correspond to how you are investing? Are you able to go into more illiquid assets as compared to say a corporate DB scheme who have met their liabilities? 

    ● What are the expected returns for continuing charitable activities?



    ● Environmental, social and governance criteria when appointing managers and how these standards have developed over time? 

    ● Impact investing: Are we having the same conversations as when ESG came into practice? Are we sacrificing returns for positive impact? What impact assets have the guests been fond of?  

    ● Private markets and whether charities see opportunity here weighing up fees and returns? Is there a possibility to have more positive influence when investing privately?  

    ● Which asset classes have the panellists been keeping their eye on? And are they looking to hire managers?  

    MEET THE SPEAKERS

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    ED
    Emma Davies
    Chief Investment Officer,
    Guy’s and St Thomas’ Foundation
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    JB
    Jasper Berens
    Head of Client Relationships and Distribution, CCLA
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    PF
    Paul Fleming
    Head of Single Family Offices, Endowments & Foundations,
    Mercer
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    JT
    James Brooke Turner
    Investment Director
    Nuffield Foundation
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    CK
    Calum Kapoor
    Chief UK Reporter
    MandateWire

    More speakers will be announced soon

    MandateWire is the leading tool for institutional asset managers and now has over 90,000 total reports (of which 7,827 relate directly to RFPs). We have over 25,700 investor profiles, exclusive commentary from global consultants, a searchable database of investor related documents, and have recently added more data on DC funds.

    The database covers over 25,000+ global pension funds of all sizes, charities, endowments, foundations, sovereign wealth funds, insurers and more, allowing you to uncover new opportunities and sales leads.

    READ MORE

    CONTACT US

    MandateWire team  

    info@mandatewire.com

    General Enquiries

    ftevents@ft.com

    DOWNLOAD OUR EVENT APP

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    © 2024 MandateWire | A service from The Financial Times Ltd

    MandateWire and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice.

    Contact us: info@mandatewire.com 

Looking for your ticket? Contact the organizer
Looking for your ticket? Contact the organizer