Katie Berridge

I advise a range of large asset owners on their investment strategies and approach to responsible investment, with a particular focus on charities and pension schemes.

Recent work includes advising on:

• Setting high level investment strategies, taking into account the wider context and purpose of the assets being invested.
• Financial sustainability of endowments, helping to set spending rates and return targets.
• Responsible investment policy and how to address climate and other ESG risks.
• Opportunities to invest in sustainable and impact investments.
• Investment manager fee structures and negotiating better terms.

I don’t rely on “one size fits all” investment strategies. Any strategy I design takes into account my client’s bespoke needs.

I am a member of LCP’s responsible investment team and work with investment managers to help deliver sustainable and impact investment ideas to our clients.

Outside of my role at LCP, I sit on the committee of the Charity Investors Group.

I qualified as a Fellow of the Institute of Actuaries in 2014.