We are one of the leading charity investment managers in the UK, with a focus on global, thematic investments that will shape a sustainable future, securing tomorrow. We believe that investment has the power to grow and protect wealth in a way that benefits society. Charities who partner with us have access to a dedicated client service from one of the sector’s largest and most experienced teams.
We have been investing charities’ funds for more than 20 years, and currently manage portfolios on behalf of over 450 charities, spanning educational, medical, animal, religious and grantmaking organisations.
Investments built around your charity’s needs
Across our organisation, we take a responsible approach to investment, embedding stewardship principles at the heart of our investment process. We focus on creating a bespoke, sustainable investment strategy for your charity’s unique needs. Central to our approach is partnering with trustees to design and refresh appropriate investment strategies.
We have extensive experience of working with our clients to formulate and implement appropriate ethical policies. Our strategies for charities operate a bespoke ethical policy, excluding specific sectors, developed over many years of consultation and experience in the charity sector. Our guide to ethical restrictions is designed to help you navigate your ethical options.
Charities vary in size and some seek long-term investment strategies and can withstand volatility in the search for attractive returns. In other instances we manage short to medium-term strategies, with some charities in full ‘spend-down’ mode. See how we invest for charities.
Leading the way with our long-established relationship with CFG
Through our trustee training programme with CFG and through participation in their Annual Conference we aim to provide you with the necessary tools and information to fulfil your obligations to your charity. Dedicated training, seminars and events can help trustees and charity executives plan and implement their investment policy alongside their investment manager. Find out more about training for charities.
By Melanie Roberts, Partner, Charity Team