How we help charities with their personalised investment strategies
Our bespoke discretionary service is designed for charities with more specific investment needs, such as defined income targets, unique ethical considerations or multi-asset strategies that require individual tailoring. Each portfolio is actively managed and built around your financial objectives, risk appetite and time horizon. Trustees benefit from direct access to an experienced investment manager and ongoing strategic support, including reporting, policy guidance and review meetings.
A discretionary service for charities. We provide:
- Fully tailored investment mandates
- Strategic asset allocation aligned with your objectives
- ESG integration and ethical screening
- Detailed, trustee-friendly reporting
- Regular review meetings and market briefings
- Access to responsible investment and sustainability specialists
We work with trustees and investment committees to understand your goals and governance priorities. That includes building around your total return needs, income policy, spending requirements, or long-term inflation objectives.
Key benefits
Specialist expertise at your side
You’ll have a dedicated investment manager and charity specialist team who serve as your strategic partner—delivering insights, performance updates and clear communications throughout the relationship.
We understand the unique pressures that larger charities face, from policy scrutiny to public accountability, and we bring a depth of experience in helping trustees navigate them.
Reflect your charity's values
Your portfolio can reflect your charity’s values—whether that means avoiding certain sectors, supporting particular causes, or investing for impact. Through our collaboration with Greenbank, we can help you develop or refine your ethical policy, and ensure it is implemented in a disciplined, evidence-based way.
Partner with a team who understands your mission and your obligations.
Go further on sustainability
For charities with more specific ethical requirements or a desire to go further on sustainability, Greenbank – our specialist sustainable investment team - offers additional services through bespoke discretionary mandates. These clients can access:
- Tailored support on ethical investment policy development
- Thematic analysis using Greenbank’s sustainable development framework
- Enhanced reporting on ESG factors, exclusions, and stewardship activity
- Detailed engagement insights based on Greenbank’s direct company interactions
This two-tiered approach ensures that every charity benefits from robust responsible investment standards, with the flexibility to go deeper where needed.
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