Charity investment consulting

Setting an investment strategy and complying with Charity Commission guidelines requires specialist advice.  Based on our experience of advising charities and other institutional investors, we help trustees of charities to:

• Set investment objectives.
• Decide what asset classes to invest in and how to implement these arrangements.
• Monitor the performance of their investment portfolio against the set investment policy.

A starting point

Based on a thorough understanding of the charity's aims, our Charity Investment Consulting team helps trustees to set objectives, be it to get the best financial returns, further its aims or both.  We would review any restrictions on capital and income usage, consider liquidity needs and yield requirements and your approach to socially responsible investment.

Our approach

We help charities to understand their investment choices.  Our real-time modelling tools - such as LCP JAZZ - allow you to understand the impact of different investment strategies.  We ensure that the investment strategies you choose efficiently address your requirements, such as your timescale for investment or your need to access cash at short notice.  Furthermore, we ensure you take investment risk only if you expect to be rewarded by enhanced return.

Implementation

We can also guide charity trustees through the process of selecting an investment manager:  from creating a short list of managers through to appointment, setting of investment guidelines and transferring assets.  At all times your ethical considerations and return requirements will be taken into consideration.

An ongoing relationship

We help charities to take advantage of market opportunities as they arise, by proactively bringing to you relevant investment ideas.  Once your portfolio is in place, we regularly monitor your arrangements to ensure the investment strategy remains appropriate and that the selected investment managers deliver in line with their mandates.  We can also assist you in meeting your statutory and other governance duties, including maintaining an investment policy statement and assistance with annual reporting.