As a trustee of a charity, one of your primary concerns is to ensure that the organisation’s money, and the income or growth it generates, is carefully managed and invested in an appropriate way.
Our Bespoke Investment Management Services has been built with the needs of clients at its core. It is designed to offer a responsible and trusted service that provides complete peace of mind. We believe in providing trustees with complete clarity on our performance in an easily understood manner. We have the flexibility to benchmark our performance against relevant indices where required, including inflation, and composite and peer group benchmarks. We can provide records of our historic performance on request.
Our guiding principle is that the optimal, long-term risk adjusted returns are best derived from research driven, well diversified, actively managed, multi-asset portfolios.
The charity’s objectives and financial circumstances
The structure and nature of the charity’s funds (restricted/unrestricted)
The charity’s business model/sources of income and capital
Environmental, social, and governance (ESG) and Socially Responsible Investment (SRI) considerations
The charity’s cashflow
Investment objectives and capacity for loss
Objectives in conjunction with any other professional advisers and/or consultants you work with
Help you create a Statement of Investment Policy, if required
Discuss a suitable strategic asset allocation to meet your investment objectives
Define the measure of success (benchmark or a target return, e.g. inflation plus)
Outline investment parameters/risk tolerance
Active deployment of capital.
We adapt the agreed asset allocation with our current investment views to create a tactical asset allocation
Diversification across asset classes, geographies, sectors, companies and investment themes
Access to a broad range of investment types including direct equities and funds, fixed income, property and private equity funds, precious metals and commodities, and hedge funds
Daily risk monitoring of the investment portfolio through our Risk Management System (RMS)
Quarterly performance reviews and report
Internal peer group review
Your reporting requirements; frequency and format
Meetings to review our performance and the suitability of your investment strategy, as well as any change in your requirements
Access to our online investment portal, where you can view your investment portfolio at any time
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.