We understand that every charity is different. We take the time to understand each charity’s financial objectives, unique circumstances and risk profile. We do this before discussing the options that may be considered for the management of your assets.
Our initial focus is often on the purpose of your investments, your Investment Policy Statement (IPS), the different types of risk and your long-term financial strategy. Your requirements may be very specific, for example you may want to add regional exposure or socially- responsible investments to your portfolio. Your needs may, on the other hand, be a lot broader, requiring a complete asset allocation solution. Whatever they are, we research the whole market for you to come up with a selection of managers that offer products and services suitable for your specific requirements. This could involve introductions to a selection of discretionary fund managers (DFMs).