Helping you with your charity's investment strategy
Charities can have very different investment needs to other investors, particularly in terms of the certainty, size and nature of their future income and expenditure.
While charities may have restrictions, either legally or self-imposed, on where or how they can invest, they generally have more freedom in investment terms than other institutions and so may explore a wider variety of asset classes. It is therefore important to set your charity’s investment strategy taking into account your own circumstances and avoiding a one-size-fits-all solution.
Our approach advocates that all three of the following areas are reviewed in setting a charity's investment strategy:
We can assist charities with some or all of these three stages. Although trustees often believe that manager appointments are key to investment success, in practice we find that the first two stages are far more important.
We tailor our services to each charity we advise.
Services may include some or all of the following:
Our investment team has over 90 professionals overseeing more than 450 clients with over £70 billion in assets collectively. As an independent organisation, we are ideally positioned to support charities when it comes to understanding and meeting their specific investment objectives through a collaborative, free thinking approach.
Need some expert help? Get in touch with Partner Neil Davies with any queries you may have.Contact Neil