A service you can trust
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 service 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 core work is to provide the clarity and clear direction that helps trustees manage their resources and invest more effectivelyOur mission
Working with you
A dedicated team
Direct access to a dedicated investment manager whose values and beliefs are aligned to those of charity trustees and high-quality, efficient, administrative support in a timely manner.
We create bespoke investment portfolios that provide flexibility and a high-quality service to meet the differing needs of trustees, providing concise and understandable reports that cater for each charity’s specific needs.
We believe that we offer competitive, transparent fees for the services we provide, which offer good value for money.
Our research capability combines the expertise of our in-house research team with our ability to invest globally across all sectors and geographies providing clarity and detailed insight.
ESG and SRI capability
Environmental, social and governance (ESG) requirements, as well as a separate socially responsible investment (SRI) service to meet the needs of each charity investment portfolio.
We take the time to understand your appetite for risk and build an investment strategy to meet your needs. Our service is overlaid by a Risk Management System that ensures the integrity of the trustees’ objectives is maintained.
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.
Our investment process
We will meet with you to gain a full understanding of your needs
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
ESG and 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
Identify your optimal investment strategy
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
Construct and manage your portfolio using active asset allocation
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
Ongoing performance, risk monitoring and communication
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
Supporting your due diligence
If you have a due diligence questionnaire (DDQ) or request for proposal (RFP), please fill in the form below and a member of our team will be in touch.
Download our brochure
Our high-quality, research-driven service provides real value for money and is delivered by experienced charity investment managers working in teams. In this brochure you can read more about what we do and how we do it.
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Introducing our new Chester office
Our newest office in one of the UK's oldest cities, with lakeside facilities for our clients and contacts in the North West.
We'd be delighted to talk
To find out more about our bespoke investment management service for charities, or for bespoke DDQ and RFPs, contact us using the details below.