Investing for charities

Our bespoke investment management service offers charities a unique blend of experience, integrity, service and investment expertise

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 effectively
Our mission

Our philosophy

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

1

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

 

 

Risk appetite

 

 

Investment objectives and capacity for loss

 

 

Objectives in conjunction with any other professional advisers and/or consultants you work with

2

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

3

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

4

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.

Please fill in all mandatory fields below

We will only use your data to contact you regarding your enquiry and as set out in our Privacy policy. We will never share your personal data with third parties. Telephone calls made to Close Brothers Asset Management may be recorded and/or monitored. Any data provided during the call will be used and held in accordance with relevant data protection law

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.

Learn more about our service
Learn more about our service
Download brochure

Useful insights

Investor Insight - January 2021

The final quarter of 2020 was an eventful one, with the outlook for the global economy changing for the better. Read more in our latest Investor Insight

Investor Insight - January 2021 video update

In this Investor Insight, Tony Whincup, Investment Specialist and Robert Alster, Chief Investment Officer, look forward to 2021 and what impact the US election and Brexit may have.

G7 does zoom

Here's the latest weekly update from our investment team

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.

Call us on
0207 426 4077

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.