How we work with Charities and Endowments
We work very closely with the trustees, senior management and investment committees of our clients to construct bespoke multi-manager, multi-asset class portfolios.
We get to know the objectives of each organisation in depth and because we limit ourselves to relatively few clients we are able to spend as long as it takes to achieve this. Once the objectives are fully understood we create a bespoke investment portfolio. We:
- Create strategic asset allocations tailored to the income requirements and risk appetite of the endowment or charity.
- Enhance performance by making tactical adjustments according to prevailing market conditions.
- Appoint talented third party investment managers to further improve performance.
We provide a full discretionary investment service including administration, portfolio valuations and reports.