Investments tailored to your charity’s needs
An investment approach to meet your charity's goals
We invest with a global scope, seeking out the world’s best thematic investment opportunities. Stewardship is embedded into the investment process, meaning that every stock we invest in is assessed from an ESG perspective.
Following a thorough investment review, we design and suggest investment strategies to suit your charity’s individual aims and objectives. We can implement strategies using multi-asset charity funds, funded portfolios built with single asset class funds or fully segregated strategies for complex mandates with specific requirements.
We manage a wide range of strategies on behalf of our charity clients, from those that facilitate the distribition of reserves over a finite period to endowments invested in perpetuity.Our approach to stewardship