Consolidated Reporting for your charity

Get a complete overview of your organisation’s 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.

Without a holistic view, it’s hard to know whether you’re achieving the best results – including whether you’d get better returns by selling some investments and moving money elsewhere.

Charity Intelligence’s new Consolidated Reporting gives you a complete overview of all your investments across all asset managers, classes and portfolios.

Reports customised 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.

Some of 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.

Find out how our Consolidated Reporting can help you make the most of your investments by getting in touch with the contact form here or email us directly at [email protected]

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