On 24 May 2017 Cantab Asset Management held their 2017 Charity Conference in Ironmongers’ Hall in the City. Trustees from a wide variety of Charities attended the morning. David Saunderson, Chief Executive, gave an introduction to Cantab and a Legislative Update. Presentations were made by Directors and members of the Investment Committee. Issues addressed included:
- Trustee Obligations
- Setting Investment Policy (including Ethical Investing)
- Investment Outlook
- Investing with Cantab Asset Management
Cantab Asset Management offers institutions a wide variety of services including portfolio management (advisory and discretionary), asset allocation, portfolio reporting, financial planning and provision of different portfolios to meet requirements.
Cantab Asset Management has experience assisting some of the oldest endowments and charity investments in the country. If you would like to discuss how Cantab Asset Management may assist you, please call us on 01223 52 2000.
