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Charities and
endowments

Investment

Whether your charity’s spending plans are short-term, or your investment horizon is perpetual, we offer tailored advice in constructing, implementing and monitoring investment strategies.

We help charities implement risk-controlled investment strategies that have delivered strong returns. Our breadth of research ensures that our clients can access the right asset classes and investments based on their objectives and constraints.

Stable and high income is a key requirement for many charities and endowments. This is more difficult than ever in the current world of ultra-low bond yields. We help our clients overcome this challenge through diversification into alternative asset classes.

Our investment advisers have decades of experience working with institutional investors, researching and assessing novel investment opportunities, and providing personal advice, without the burden of a “house view”.

LCP assisted us with our strategy and manager line-up and were highly professional from start to finish.

Ana da Silva, Director of Finance, The Royal College of Surgeons of England
Our investment thinking

Our investment thinking

Insight hub

The latest recommended reads from our investment experts. From in-depth guides to quick-to-read blogs, we explore a range of themes to help you keep up-to-date.

Enter the hub

How we can help

Our expertise in selecting managers is backed up by our global research covering a wide array of asset classes and investment styles. In addition to our proprietary research, we are supported by our global network of research partners, GIRA.

We are fiercely independent – we do not manage money – so we are able to advise our clients on the best investment products for their circumstances. We use cutting-edge technology to help you make better decisions in less time.

Our real-time market monitoring tool, LCP Spotlight allows you to easily evaluate how well your strategy and managers are working, to help you take advantage of opportunities or to take early, corrective action, if necessary.

We know how important fees are to charities, and we negotiate on your behalf to find cost-effective fund managers. Take a look at our fee survey to read more about the range of fees that institutional investors pay investment managers across different asset classes.

As signatories to both the UN’s Principles for Responsible Investment and the UK Stewardship Code, responsible investment and ESG are integral to our advice to charities and endowments. We help you to align your responsible investment policies with suitable investment managers and funds. Where our clients are seeking specific impact objectives, we help find funds to match.

Our latest thinking

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How we can help

We help central banks design and implement investment strategies to get the most out of their reserves in a risk-controlled manner. 

Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.  

We help our clients to maintain a competitive edge by improving their investment strategies, generating extra returns in a risk-controlled way.

We can help you easily evaluate how well your strategy and managers are working, in real-time, with LCP SpotLight.

Setting a good investment strategy and picking the right funds is fundamental for wealth managers and advisers to be able to deliver better outcomes for their clients. Our role is to advise clients on investment strategy and fund manager selection bringing institutional discipline to the retail market.

Every sovereign wealth fund has its own unique circumstances and challenges. As an independent consultancy, we’re not linked to any asset manager and we don’t sell investment products.

Get in touch.

If you would like to know more about our services and how we can help you with investment get in touch.

Contact us