Understanding charity investment objectives

The investment demands of each charity are different.  We aim to develop a good understanding of the trustees’ long term objectives and requirements prior to proposing investment strategies to meet them.  We are then able to work with each charity to develop a long term solution based on expected returns, time horizons and levels of risk with which the trustees feel comfortable.   We understand the governance and responsibilities in charity investment and are confident working with ethical policies.

We have contributed to a number of publications designed to help trustees think about and articulate their charity’s investment objectives.  The investment policy guide has been recognised by the charity commission as a useful tool for charity trustees preparing their written investment policy.  Our spending research ‘For Good and Not For Keeps examines the balance between spending on today’s beneficiaries and saving for the future. 

While charities differ in their requirements, there are four broad stages to our advice:

  • Carrying out an in-depth review of the charity’s financial position, objectives and risk appetite as expressed in a written investment policy
  • Recommending an appropriate strategic asset allocation
  • Tactical asset allocation and investment selection through the business cycle
  • Ongoing monitoring and reporting. This includes reviewing any changes in the charity’s financial circumstances or charity legislation and responding accordingly

We are able to offer support and investment options, for charities with as little as £1,000 to invest. Our charity funds can represent a cost effective and efficient way for charities to access our services.  Our portfolio management service, for charities with over £1m to invest, provides a tailored investment solution capable of meeting a broad range of objectives including those looking to protect against inflation, generate income or with specific ethical requirements.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

 

Contact us

For more information, please contact:  

John Clifton

Business Development Manager

Tel: 020 7658 3636 

Email: john.clifton@cazenovecapital.com