Lazard Asset Management Limited
Address: 50 Stratton Street, London, W1J 8LL
Telephone: 020 7448 2339
Fax: 020 7659 5797
Website: www.uk.lazardnet.com
| History With origins dating back to the 19th century, Lazard Asset Management has a discreet yet considerable reputation for outstanding investment management expertise. We manage more than £80 billion of client assets around the world and have strong, long-standing relationships with a diverse range of charities and foundations globally, managing approximately £2 billion on their behalf.1 Services provided Our client relationship team aims to build strong working relationships with our clients, based upon shared goals and mutual trust. We seek to understand your objectives and any concerns before recommending appropriate strategies. What do you want? In our experience there are several criteria charities take into account when considering investments: Investment considerations • Will our income be consistent? • Will our capital grow? • What kind of investment strategy suits us? • Will the strategy perform in good times and bad? • Can the manager provide a high level of expertise across asset classes? Relationship considerations • Who will look after us? • What is the strength of the company? • What kind of reporting will we receive? Other considerations • Pooled funds or segregated mandates? • What about ethical screening? • How much administration is involved? |
Lazard Diversified Charity Fund For charity clients who want a comprehensive but simple investment solution, we offer the Diversified Charity Fund. This is a balanced Common Investment Fund designed specifically for charities and recognised by the Charities Commission. The Fund's objective is to provide our clients with a growing income stream and capital growth sufficient to protect against inflation over the long term.2 Key features of the Diversified Charity Fund: • An actively managed, well diversified portfolio of investments with moderate levels of risk • Tactical asset allocation enhances our ability to add value • Aims to provide a growing income stream and protect against inflation2 • Ethical screen applied • Quarterly gross income distributions • Simple administration Lazard investment strategies For charities that prefer a more tailored approach, Lazard offers a full suite of institutional quality investment strategies to suit every size of organisation. Our approach is to understand what you want to achieve, your risk profile and your income objectives. At all times, Lazard portfolio managers work together as a team and avoid the ‘star manager’ culture. Contact For further information about Lazard, please contact: Louisa Vincent, Head of Charities and Institutions (020) 7448 2118 louisa.vincent@lazard.com |
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