OUR INVESTMENT SOLUTIONS
Select an investment manager you trust to work with you to construct the charity’s investment strategy and meet its financial objectives.
Understanding your objectives
This works on the principle that the best returns are achieved when we work alongside the trustees and officers of the charity to foster clear and open communication.
Our investment service
For us it is important to understand the purpose of the charity’s investment portfolio. We work with the charity to ensure the portfolio keeps achieving the charity’s objectives.
We employ an independent ethical screening company to investigate the securities researched by our analysts and advise which ones should be excluded given their exposure to sectors which clients wish to avoid.
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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