Our dedicated charity investment team works in long-term partnership with charities, supporting trustees at every stage of their investment journey. We work closely with charities to help structure, review, and maintain an effective investment policy aligned with your charity’s objectives, governance requirements, and risk tolerance.
Many charities wish to reflect their values within their investments. We support this through a combination of negative screening, stewardship and engagement, tailored to each charity’s investment policy and governance requirements.
Negative screening allows charities to exclude sectors or activities that conflict with their charitable objectives and helps manage reputational risk.
Alongside this, our portfolios benefit from WTW's sustainable investing insights, climate research, and active stewardship to support our investment decisions. We draw on the expertise of EOS at Federated Hermes, accessed via WTW, who conduct engagement with companies on issues such as governance, climate change, and long-term sustainability issues, in line with recognised stewardship frameworks and the UK Stewardship Code.
We help charities reflect their values through an integrated responsible investment approach, combining tailored exclusions with active stewardship and engagement.
For further details on this approach please visit our Responsible investment page.
We begin by agreeing a clear investment policy tailored to the charity’s objectives. From there, we build and manage a portfolio designed to support income needs, long-term capital growth, or a combination of both.
As a UK-based charity investment manager, we apply a disciplined, global investment approach, drawing on in-house expertise across asset allocation, investment selection, and risk management. Our focus on high-quality investments and the power of compound returns helps safeguard and grow charity assets while ensuring portfolios remain aligned with agreed values.
Our investment philosophy is grounded in the power of compound returns and a disciplined focus on quality. As long-term investors, we seek out high-quality businesses that can generate sustainable profits regardless of the economic environment, helping to safeguard and grow your charity’s capital and income over time.
We have a strong investment culture, underpinned by a clearly defined philosophy and disciplined investment process. When constructing portfolios, we draw on extensive in-house expertise across asset allocation, investment selection, and risk management.
Our approach is global rather than UK-centric, allowing us to identify opportunities across international markets while maintaining diversification and appropriate risk control. Throughout, we ensure portfolios remain aligned with each charity’s investment policy, objectives, and values.
We’re ready to listen. Get in touch and arrange a free consultation to find out what we can do for your charity.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
