YOU WANT A BETTER WORLD

and so do we

As a charity you want to protect the value of the donations you receive while also growing the capital as much as possible to support your incredible cause. This creates an inherent conflict between return maximisation and risk management. Our simple framework-based approach will ensure you can manage this conflict in the most effective way.

Our approach
We can help you set a risk budget, looking at how much investment risk you can afford to take in the context of your spending requirements. An investment strategy can then be designed to maximise return within that risk budget, so you know your assets are working as hard as they can for you and your beneficiaries. The framework will then allow you to effectively monitor your progress against your objectives and create clear calls to action.

Services

 

  • Investment Strategy
  • Investment Implementation Advice
  • Governance
  • Asset and Liability Management
  • Manager selection
  • Reporting
  • Project Management

Sustainable investments

now it’s easier to do the right thing

Default investment strategies should have wide appeal. But if they don’t consider the social, environmental and ethical issues that concern us all, they can leave members feeling switched off.

Read more

Give us a call

we'll find the right answers

It all starts with a conversation. Call, email, or pop in, we’ll talk you through how we can help. Not sure we offer what you’re looking for? Get in touch anyway – we’d love to hear from you.