mallowstreet Investment Focus: Charities and Endowments

At this Investment Focus we bring together the Charity and Endowment community for a morning dedicated to forward-looking investment thinking and practical dialogue. As organisations continue to navigate an uncertain environment — from persistent inflation to fluctuating income streams and rising demand for services — the need for resilient, mission-aligned portfolios has never been greater.


During this highly interactive event, delegates will explore evolving approaches to managing charitable assets through a new series of Investment Masterclass sessions. Led by experienced managers and sector specialists, these discussions will examine how charities can strengthen financial sustainability, incorporate purpose-led investing, and adapt to shifting market conditions.


Areas of exploration will include impact integration, diversified asset allocation, liquidity planning, and the expanding opportunity set within private and alternative investments.


Designed for trustees, senior finance professionals, and investment leads, this November edition offers space for thoughtful discussion, peer learning, and the exchange of practical insights. Attendees will leave with refreshed perspectives and actionable ideas to support long-term stewardship and the delivery of meaningful outcomes.


This event is FREE to attend for investment decision makers and their advisers, and is accredited for CPD points by the Pensions Management Institute (PMI).


At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Program

  1. Registration, Tea & Coffee

  2. Welcome and Introductions

    Speaker

    Tom Peterson, Head of Investor Relations, mallowstreet

  3. A Guide for Universal Owners: Good Intentions Do Not Guarantee Good Outcomes

    As long-term investors and universal owners, charities increasingly seek to align their investments with their values, manage sustainability risks and create positive real-world outcomes. Yet well-intentioned approaches do not always deliver the results expected.


    In this session, Matt Gold and Jordan Griffiths will explore how traditional responsible investment approaches, including exclusions and climate-focused strategies, can sometimes overlook wider system-level risks and unintended consequences. Drawing on Howden's People, Planet, Profit research, they will challenge investors to think beyond individual portfolios and consider a broader framework for risk, return and impact.


    The session will highlight how a systems-wide perspective can support stronger investment outcomes, better mission alignment and more effective stewardship of capital.

    Speaker

    Matt Gold, Head of C&E Investment & Jordan Griffiths, Senior Sustainable Consultant - Howden

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into smaller rotating groups.

    Manager 1 presents

    Manager 2 presents

  6. Session Transition

  7. Investment Masterclass II

    Delegates split into smaller rotating groups.

    Manager 1 presents

    Manager 2 presents

  8. Tea, Coffee, and Networking

  9. Investment Masterclass III

    Delegates split into smaller rotating groups.

    Manager 3 presents

    Manager 4 presents

  10. Session Transition

  11. Investment Masterclass IV

    Delegates split into smaller rotating groups.

    Manager 3 presents

    Manager 4 presents

  12. Lunch and Networking

  13. End