Charity Review
Our Charity Investment Review Service has 3 simple objectives:
- Help your organisation achieve its goals
- Identify and mitigate risks in your portfolio
- Review current benchmarks and undertake cross market comparisons
Put simply, we want to help make sure that your organisation is achieving all it can in a compliant and sustainable way. A charity’s financial requirements and goals will likely change over time, so regular and impartial reviews are important to ensure you are still on track. See here the process we follow.
Our review service can help give clarity and understanding of the investment strategy currently being used by your chosen wealth manager. As a result, the Charity Investment Review Service may lead to enhanced returns, as well as helping trustees meet their statutory duties under the Trustee Act of 2000. It also aims to ensure that investment fund managers are fulfilling their obligations to trustees.
As part of this review service, we can help you ensure you are fulfilling the essential duties of a trustee (as outlined by the Charity Commission of England and Wales). View the brochure here.