L&G Blogs: Nancy Kilpatrick

Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Nancy is Head of Charities with responsibility for the firm’s institutional non-profit clients.

Nancy joined L&G’s Asset Management business in 2015 from Schroders, where she held the title of Portfolio Director for four years, with responsibility for managing investment portfolios on behalf of Endowments and Foundations. Prior to that, she was Client Account Manager at BlackRock, responsible for developing and maintaining relationships with charities and institutions. Nancy began her career at Merrill Lynch Investment Bank where she was responsible for servicing financial institutions. Nancy graduated from the School of Oriental and African Studies (SOAS) with a BSc in Economics in 2002. She is a management committee member of the Charity Investors Group (‘CIG’) and member of L&G’s not-for-profit investment steering group.

The toy box portfolio for charities and endowments

For charities seeking equity-like returns from long-term assets, the choice does not have to be between a traditional active equity fund and a traditional equity index fund. Using the unlikely lessons of Toy Story (all five of them!), we explore how factor investing may bridge that gap and build portfolios from a cast of different strengths rather than relying on a single market favourite.

5 min read

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