CHARITIES —

HOW CAN WE HELP YOU?

Charity Investment Management

We tailor our services to align with your charity’s priorities. Our approach ensures that you don’t have to compromise on your expectations from an investment manager. The diverse range of charities we serve demonstrates our capability to meet unique needs.

Your investment manager will dedicate time to understand your charity, the long-term strategy you wish to pursue, and how you want us to collaborate with your trustees and management team. We develop a customized strategy that aligns with your charity’s income and growth objectives, risk tolerance, and ethical considerations. Our goal is to provide consistent long-term returns* to support your charity’s successful future. Our patient, risk-focused approach is designed to safeguard and enhance capital.

As part of an independently owned firm, we have the flexibility to explore the entire market for the best options that suit your charity’s goals. Our investment managers benefit from a centralized investment process and guidance from our in-house investment committees.

We value transparency, which is reflected in our fee structure. We charge an annual management fee (billed quarterly), calculated as a percentage of your portfolio's value.

*Please note that the value of your investments and any income derived from them may fluctuate, and you could receive less than your initial investment.

CHARITY MULTI-ASSET FUNDS

Our actively managed multi-asset funds for charities provide a straightforward and tax-efficient 'one stop' investment solution for charities that have $10,000 or more to invest. Both funds present a cost-effective method for gaining exposure to a wide range of asset classes, while optimising capital growth and income within their respective risk profiles.

Support for your trustees and management team

We are more than just an investment provider; we are committed to supporting your mission. You will have direct access to your investment manager, along with regular meetings to assist your trustees in monitoring investment performance and strategy.

A key aspect of our relationship with you is helping your trustees and management team stay informed about best practices. We offer complimentary training sessions for trustees and provide valuable thought leadership on essential investment strategy topics through our research papers, ensuring you have access to the latest insights and expertise.

Our aim is to be a true partner, empowering you to navigate the investment landscape with confidence.

Charity Publications

Thought Leadership and Guidance for Charitable Investment Decisions.

Responsible Investment

Our dedicated team has extensive experience in building responsible investment strategies that align with an organisation’s mission. We understand the importance of helping charities balance their ethical and financial goals. As a company with a long-standing commitment to business ethics, we believe that investment decisions can be a powerful force for good.

Responsible investment is at the core of our approach, guided by four core principles: Environmental, Social and Governance (ESG) integration, voting with purpose, engagement with consequences and transparency.

We are also a signatory to the United Nations-backed Principles for Responsible Investment.

Charity Events

Each year, we provide complimentary training designed to help charity trustees feel confident in their role. We also produce white papers to give thought leadership on key investment strategy issues.

We also look forward to meeting you at the various events we host on behalf of the community throughout the year.

Our courses are CPD accredited and attendance can be recorded as one hour towards annual CPD requirements.