Roz joins in the newly created role and will be responsible for all matters relating to the investment functions of Epworth and the CFB.
Epworth Investment Management (Epworth), the UK investment manager dedicated to serving the needs of churches and charities, is pleased to announce that Roz Amos has today joined as Chief Investment Strategist. Roz will be responsible for all matters relating to the investment functions of Epworth Investment Management and the Central Finance Board of the Methodist Church, including defining and executing the investment strategy, asset allocation, and fund performance.
Prior to joining Epworth, Roz worked at UBS Asset Management, chairing their Product Strategy Board, helping build the global product range and develop an innovative product shelf and strategy. Before that, Roz was an investment consultant with Willis Towers Watson, where she started her career, working in both London and Sydney. Over the course of her 15 years with Towers Watson, Roz advanced to head the New Ideas and Indexation research teams; worked with several of the world’s largest asset owners on investment strategy and manager selection; and gained immense skill in portfolio and product design. Her extensive experience across asset allocation and risk management will lend itself well to Epworth’s development of investment solutions for the charity sector.
In recent years, Epworth’s offering has grown considerably to meet the increasingly diverse needs of its clients, with the establishment of three new investment funds: the Global Equity Fund for Charities, the Epworth Multi-Asset Fund for Charities, and most recently, the Epworth Climate Stewardship Fund. As the organisation grows in terms of both strategies and mandates, Roz will form a valuable addition to the senior management team, and lead the investment team, while building on the existing foundation and further enhancing our offering to clients.
David Palmer, Chief Executive, commented:
“I am very pleased to announce Roz’s decision to join Epworth Investment Management. Epworth has undergone a tremendous amount of development and this has underscored our need for the strategic skillset that Roz brings to the team. We are delighted to be welcoming Roz and are very much looking forward to working with her as the organisation continues to grow.”
Roz Amos, Chief Investment Strategist, commented:
“Having observed Epworth go from strength to strength, I am now delighted to be joining the team to build on the excellent work already accomplished. Epworth is an ambitious organisation with excellent people – I am looking forward to working with them and helping our church and charity clients achieve their investment objectives”.