Charity investments
Do you have charity assets or investments that you are responsible for the management of?
We understand the responsibilities charity trustees have and can help you to formulate your investment policy statement, as well as providing independent oversight of the solutions available.
What we offer
Our specialist team understand the responsibilities charity trustees have under the Trustee Act 2000, which include the need to set clear objectives and choose appropriate performance, risk and time benchmarks for fund managers. Our services include:
- Agreement of financial goals, timescales and required investment returns.
- Review any investment policy statement in place.
- Consideration of ethical and sustainability preferences.
- Initial recommendation and ongoing oversight of investment managers.
- Agreement of goals based investment strategies and benchmarks.
- Tax efficient investments and reviews.
- Determining appropriate risk tolerances and benchmarking.
- Providing diversification of assets and managers.
- Ongoing reviews of performance against agreed goals.
- Strategic revisions and recommendations to reflect the changing circumstances and needs of the charity.
We are an NCVO Trusted Supplier and NCVO members receive a 10% discount on our initial fees.