Foundations & Charities
We provide a comprehensive investment management service to small and mid-size charities and foundations.
We aim to serve 15 to 20 charities and foundations and become their trusted long-term investment manager. We intentionally restrict the number of charities and foundations we work with to ensure a high quality service.
Our investment management service is tailored to generate long-term returns above inflation in line with our clients' investment policy statements.
We understand that charities operate in a complex environment and that charity trustees and executives appreciate on-going support and advice from their investment managers. We provide advice to our charity clients such as guidance on investment related legislation, help refining Investment Policy Statements and advice on specific investment issues.
We promote responsible and sustainable investing. We offer Socially Responsible Investment portfolios managed in line with our clients' ethical investment policy.