Management of Charity Assets on a Discretionary Basis
We place asset allocation at the core of our investment process. We select assets that are suitable and appropriate for each Charity client, given their objectives and risk tolerance. We are fully cognisant of the Trustee's duty of care when managing a portfolio.
We would agree on an appropriate investment strategy and propose a long-term strategic asset allocation to meet the Charity's needs. We then look to tactically adjust this asset allocation as market conditions change.
The Charity's funds are invested in accordance with the agreed policy with us reporting back to the Trustees as often as required. We then regularly review the investment strategy to ensure that the investments are suitable for the changing circumstances of the Charity. Our overriding aim is to keep things simple and avoid risks Trustees do not need to take.