Tailored Solutions
Every Charity is different, therefore we seek a common understanding; only then can we formulate an investment strategy which will meet each Charity's needs. Simply put, we are looking to answer the following questions:
- What is the charity trying to achieve with their investments and over what time frame?
- Is there an identifiable end point for the uses to which they wish to put the fund?
- What level of short term volatility are they willing to accept?
We manage portfolios on a segregated basis and specific ethical restrictions can be applied to each Charity portfolio. Portfolio performance is governed by individual benchmarks, and will reflect the level of risk acceptable to each Charity.