If you have a specific ethical policy or other particular requirements, our discretionary portfolio service could be the best solution for you. This is when we will construct a portfolio based on your charity’s specific investment guidelines. Your investment manager will actively manage your portfolio, making adjustments depending on market and economic changes as well as in relation to any shifts in the charity’s time frame, risk tolerance and circumstances.
- Each portfolio is managed on a segregated basis with most assets invested in individual securities globally
- We invest primarily in fixed income, equities and alternatives. Within the alternatives we focus on property, infrastructure and private equity
- We use collective investment schemes to gain diversification and to spread risk. This means we can invest in specialist areas. In general, we do not invest in hedge funds or absolute return vehicles for charity clients
We use our experience and investment expertise to help to assess the right investment strategy to meet your aims and objectives. Part of our initial discussion is to explore the various options to achieve and help you understand the potential risk and rewards of adopting particular strategies for your charity’s objectives. The conclusion of these discussions will be incorporated in your Statement of Investment Policy (SIP) which sets the framework within which we will manage the portfolio.