Kate Rogers

Kate Rogers

Global Head of Endowments and Foundations, Schroders | Head of Sustainability, Cazenove Capital

London, England, United Kingdom
7K followers 500+ connections

Join to follow
CFA

About

INTENTION + ACTION = IMPACT
On a personal mission to help us invest for a better future

Global Head of Endowments and Foundations at Schroders, with considerable experience in managing investments on behalf of charities, endowments and foundations globally. Responsible for engagement with sector organisations and regulators, and researches best practice in foundation asset management.

Head of Sustainability at Cazenove Capital, responsible for helping purpose-led clients to make a positive impact with their investments. CFA qualified.

Women in Investment Award Winner 2018

Advocate of equality, refugee rights and social mobility. All views are my own.

Articles by Kate

Activity

Join now to see all activity

Experience

  • Schroders Graphic

    Global Head of Endowments and Foundations

    Schroders

    - Present 1 year

    London Area, United Kingdom

  • Cazenove Capital

    Cazenove Capital

    19 years 6 months

    • Cazenove Capital Graphic

      Head of Sustainability

      Cazenove Capital

      - Present 3 years 8 months

    • Cazenove Capital Graphic

      Co-Head of Charities

      Cazenove Capital

      - 16 years 10 months

      London, United Kingdom

      Managing investment assets for a range of charities, differing in size and purpose.

      Advising on strategy, investment policy and asset allocation.

      Regularly speaks at charity finance events and writes in charity sector publications.

  • Chair

    Amport & Monxton Community Charity

    - 9 years 2 months

    Local community charity

  • Vice Chair

    Amport Primary School

    - 8 years

    Local Authority governor for village primary school. Member of the finance committee

  • Schroders Graphic

    Co-Head of Charities

    Schroders

    - 2 years 5 months

  • Chair

    Charity Investors' Group

    - 14 years 9 months

    The Charity Investors' Group is a not for profit association that meets regularly to discuss investment topics pertinent to our members who are charities and specialist investment managers.

  • Contributing Author

    Intentional Investing

    - 1 month

    Intentional Investing, published by ACF and sponsored by Cazenove Charities looks at whether and how charity investors might reflect their organisation’s aims, values, or wider social goals into their investment practice.

    Written by Richard Jenkins and Kate Rogers, the report examines current responsible and ethical investment practice, drawing on the results of the biggest survey of its kind into the behaviours of charity investors.

    On the basis that only the trustee board can…

    Intentional Investing, published by ACF and sponsored by Cazenove Charities looks at whether and how charity investors might reflect their organisation’s aims, values, or wider social goals into their investment practice.

    Written by Richard Jenkins and Kate Rogers, the report examines current responsible and ethical investment practice, drawing on the results of the biggest survey of its kind into the behaviours of charity investors.

    On the basis that only the trustee board can decide what is right for a charity, the report identifies the key questions trustees might consider to discover what is best in their context.

    This report also investigates the impact of such responsible and ethical investment policies on long term investment returns; and the principles, practicalities and pitfalls of reflecting your charity's values and aims in your investments.

    www.cazenovecharities.com/intentionalinvesting

  • Contributing Author

    For Good and Not For Keeps (published by ACF)

    - 1 month

    Co-authored

  • Investment Manager

    Kleinwort Benson

    - 4 years 5 months

    Managing assets for private clients and charities initially and then specialising in charities

Education

  • CFA

    CFA Finance, General

    -

    Chartered Financial Analyst

  • University of Durham

    Bachelor of Science (BSc) Natural Sciences

    -

    Maths, Biology, Psychology, Economics

  • IMC

    IMC Investments and Securities

    - Present

    Investment Management Certificate

Licenses & Certifications

More activity by Kate

View Kate’s full profile

  • See who you know in common
  • Get introduced
  • Contact Kate directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Others named Kate Rogers in United Kingdom

90 others named Kate Rogers in United Kingdom are on LinkedIn

See others named Kate Rogers

Add new skills with these courses

See all courses