Support in challenging times
In today’s challenging market conditions, we assess a range of factors to provide each charity with the most appropriate investment solution – to maintain their levels of funding and to ensure those funds are invested appropriately.
As a global investment manager, we can devise a suitable investment policy and strategy designed to protect capital, generate income and/or provide potential for capital growth over the longer term. We will assess a range of issues, including:
- Growth and income objectives
- Risk tolerance
- Segregated / pooled investment
- Ethical constraints
- Benchmark requirements
We take a charity’s full position into consideration – whether invested assets are your prime source of income or contingency if fund raising falls short, and what other assets you have.
Reviewing your strategy
We will ensure the ongoing suitability of your investment strategy and look to meet regularly.
We will provide all the analysis you need to stay abreast of your investment performance, both day-to-day and when compiling your annual report and accounts.
Our investment services can match whatever level of engagement your charity requires from us – from competitive security trading to total portfolio management.