What We Do

CONDUCTING MANAGER SELECTION

We assist our clients on assessing their fund manager arrangements as part of regular monitoring or bespoke projects.

Where trustees come to a decision to change their fund managers, we will carry out a beauty parade of suitable managers with the view to finding an appropriate replacement.

We create a recommended list of potential managers based on our research and our client’s preferences. We work with the trustees to develop a request for proposal (RFP) that addresses a charity’s specific investment goals.

We then interview the managers on behalf of our clients, provide our summary report and co-ordinate the beauty parade of the candidates.

We then interview the managers on behalf of our clients and provide our summary report. We construct a composite benchmark and co-ordinate the beauty parade of the candidates.

INVESTMENT POLICY

We see investment policy as a cornerstone of effective investment management and successful relationships with fund managers. We believe that an investment policy should be beyond formal and be truly reflective of a charity’s particular financial objectives and constraints.

We work together with our clients to get their aspirations and requirements from the investment portfolios. We help our clients put their investment portfolios into the context of the broader financing plan.
We focus on investment approach and objectives, investment returns and risks. We can advise on strategic asset allocation and benchmarks for performance monitoring. We also consider ethical and other constraints to investments and advise on the ways to incorporate these without compromising on investment performance.


We work together with our clients to get their brief on investment targets and time horizon, key constraints and other considerations. We put their investment portfolio into the context of the broader financing plan. We align target investment returns to a charity’s particular spending needs.

We develop our recommendations on an investment approach, which focuses on either income or total return. We advise on approach to risk management. We devise a charity’s strategic asset allocation and develop bespoke benchmarks for performance monitoring. We also consider ethical and other constraints to investments and advise on the ways to incorporate these without compromising on investment performance.

FUND MANAGER REVIEW & MONITORING

We enable charities to monitor their investment management arrangements and conduct regular reviews of their fund managers’ service and investment performance. We provide consolidated reporting where portfolios are managed by more than one fund manager.
We perform a thorough quantitative and qualitative analysis of charity portfolios and fund manager arrangements. We focus on investment returns, risks, manager service and fees to ensure that our clients have the greatest opportunity to achieve the best performance from their fund managers.

We interview fund managers on behalf of our clients and provide a full assessment report, either on a quarterly, half yearly or annual basis.
We help our clients keep abreast of current legislation, developments in the fund management industry and best practice.


We perform a thorough and detailed analysis of charity portfolios, concentrating on the levels of returns and volatility compared to the targets and benchmarks set out in the charity investment policy document. We also compare investment returns, manager service and fees to the industry best practices to ensure that our clients have the greatest opportunity to achieve the best performance from their fund managers.

We interview fund managers on behalf of our clients and provide a full assessment report, either on a quarterly, half yearly or annual basis. The report includes a full and objective analysis of a charity’s investment management arrangements, highlighting areas of strong performance, as well as drawing attention to any shortcomings.

We discuss such areas of concern with the trustees and endeavour to rectify these areas by meeting the managers on our clients’ behalf. We regularly update our clients on developments in the fund management industry, including mergers, acquisitions and team changes that might have an effect on portfolio management, service or performance. We constantly monitor developments in the global financial markets, investment themes and fund management strategies to seek and deliver advice on industry best practices to our clients.

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