MEETING CHARITIES' REQUIREMENTS

What our clients say

Our clients are the best judges of how we work with them in order to ensure that their investments deliver their objectives. 

How to construct an ethical policy

Many charities have an ethical policy, or even if they do not should work through their approach to this. Here is a case study about working with a charity to construct its ethical policy.

“We have been impressed by Quilter Cheviot’s skill in both understanding and constructing a portfolio that conforms to our ethical policy, whilst also delivering performance usefully ahead of our agreed benchmark.”

Nottingham Roman Catholic Diocesan Trustees

Investing for income in today’s environment

“Annual income twenty pounds, annual expenditure nineteen [pounds] nineteen [shillings] and six [pence], result happiness. Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.” 

David Copperfield by Charles Dickens.

Many charities face a similar dilemma, read our case study about balancing current and future needs.

Benchmarking

What is a good benchmark? How do you work out whether your investment manager is doing a good, so-so or terrible job?And how do you work out whether the investments are delivering the returns the charity requires?

“We have worked with Quilter Cheviot for many years. We trust their integrity and honesty in helping us generate as much income as possible to allow us to meet the demands for educational and welfare support for children associated with our trade, whilst also protecting our capital so we can help future generations.”

Fashion & Textile Children's Trust

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What people say

“This is one of the best newsletters of this kind I have ever seen. Well written and informative on topics of genuine interest. I will certainly share it with my Board.” 

Fabian French, CEO of UK Community Foundation