What our charity investment services offer
We offer investment, education and support services for charities, including:
- Access to a dedicated portfolio and investment manager.
- Award-winning, easily understandable reports and client service.
- A dedicated, discretionary portfolio, designed to meet your needs.
- Careful consideration of your charity's risk appetite, ethical preferences and a transparent view of your underlying investments.
How we work with you
We work closely with charities from every sector and our key commitment is to help organisations manage their resources better through investing more effectively. Our expertise and experience allows us to help you identify, clarify and achieve your unique financial goals.
We will work closely with you to understand your ethical considerations before constructing your portfolio. We work closely with Ethical Screening and MSCI to both positively and negatively screen all of the companies that make up your portfolio.
Your journey with us
Understanding your charity's needs
We will meet you to gain a full understanding of your circumstances and needs.
Developing a robust investment strategy
Identifying your optimal investment strategy and defining your benchmark or targets.
Implementing the strategy
We construct and manage your portfolio using active asset allocation and our expertise in different types of securities.
Constantly reviewing performance
We review our performance internally and with you through regular reporting.
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