Each charity is built on a particular set of values. The way its assets are invested should be no different.
We manage investment portfolios for a wide range of organisations across the charity and non-profit sector. Our clients include educational trusts, fund-raising charities, foundations and religious orders.
We understand that while many charities share similar income and capital requirements, each charity is different and their investment portfolios must reflect their different needs. We are on the panel of investment managers used by CAF and we take time to get to know the trustees’ priorities and values, and build a portfolio tailor-made to suit them.
Our ethical screening service provides trustees with the extra reassurance of knowing that they are investing only in companies that make positive contributions to society, and do not conflict with the charity’s values and beliefs.