Get a complete overview of your charity investments...
If your charity has multiple investments managed by more than one fund manager, it can be complicated and time-consuming to get a complete picture and hard to know whether you’re achieving the best results.
A complete overview of all your investments across all asset managers, classes and portfolios.
Customised Reports to meet your specific requirements provide the insights and transparency to help you make the right investment decisions – plus save you time and give you peace of mind.
The key factors we consider include asset allocation, manager selection, sector and market exposure, style bias, diversification benefits, risk return trade-off, and costs and charges.
