For some charities, universities, religious orders and other not‑for‑profit institutions, investing in a pooled fund may not be suitable.
This typically occurs where an organisation has specific requirements such as a particular approach to ethics, a specific income target or spending plans. Where appropriate, we will work with you to craft an investment solution that matches your requirements.
Our starting point will be to work closely with you, and partner with your consultant or adviser should there be one in place, to ensure we fully understand your organisation’s purpose, and financial implications on its aims for the short, medium and long term. Our focus will be to design an investment portfolio aligned with your objectives and the organisation’s aims.
As part of our bespoke solution, we offer the following at no extra cost:
- Customised benchmark(s)
- Tailored reporting
- Custody of your assets if you use our custodian, HSBC
- Ongoing support and investment guidance
- Bespoke ethical screens.
Regardless of the whether you invest in one of our pooled funds or we create a tailored solution for you, we are committed to delivering a personalised approach and a high quality of service to all our investors.