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With the new financial year now under way, it's time to ensure your charity's investments are working as hard as your mission.

While money market funds and fixed deposits may be the path of least resistance, are they truly serving your charity’s specific cash flow needs? Do your investments quietly conflict with your charity’s purpose? Can your short-term investments actively support your mission instead through exposure to labelled or development bank bonds? 

Take advantage of our complimentary treasury and cash review service to:

• Protect and enhance your returns in a falling interest rate environment;
• Align your investments with your charity’s values; and
• Optimise your cash flow management.

Our review will provide analysis of your current arrangements, delivering:

• Proposals to enhance returns;
• Overview of the Environmental, Social and Governance profile of your investments; and
• Suggestions for customised solutions aligned to your organisation’s purpose.

Request your free treasury review today by contacting Jared Inkster, Head of Charities at King & Shaxson: [email protected]

About King & Shaxson
King & Shaxson have been partnering with charity trustees for over two decades developing bespoke cash, treasury and asset management solutions tailored to our client’s needs. We proudly serve charities of all classifications and sizes, providing access to highly liquid and secure investments for cash and treasury management. Our expertise in ethical investing can also align long-term investment returns with each charity’s mission. 

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All information contained in this document has been prepared by King & Shaxson. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice. Nothing in this document constitutes an offer to buy or sell securities of any type or should be construed as an offer or the solicitation of an offer to purchase or subscribe or sell any investment or to engage in any other transaction. The information contained in this document is for general information purposes only and should not be considered a personal recommendation or specific investment advice.