The reassurance of a thorough independent review

Our Investment Reviews Process provides a comprehensive review of your charity's investment portfolio culminating in a final independent report as to what actions, if any, are recommended to ensure your portfolio is appropriate, sufficiently diversified and maximising potential returns.

At every stage our advisers focus on building a close working relationship and sharing our specialist knowledge in a clear and user-friendly way so that you feel empowered to make your own informed choices.

As part of the process we will work with you to:-

• Familiarise ourselves with your Governing Document so that we have a full understanding of your charity's purposes and investment needs and restrictions;

• Review (and, if necessary, re-draft) your investment brief to ensure it matches and properly communicates your charity's investment needs;

• Review the structure of your existing investment portfolio and give advice, as required, on selecting an appropriate investment manager;

• Evaluate your charity's income requirements and whether your income is being invested efficiently;

• Assess your portfolio's exposure to investment risk, or 'variance', and establish whether it is sufficient for your charity to meet its goals;

• Discuss any requirements for your portfolio to comply with social, environmental or ethical criteria and help you to reflect your mission in your investments;

• Explain the best ways to monitor the ongoing performance of your investment managers and keep abreast of current legislation and best practice;

• Provide a detailed evaluation of the performance of your existing investment portfolio highlighting any areas of concern or under-performance.

In short, your charity's investment portfolio will benefit from a complete health check from a specialist independent advisor - and you will benefit from the peace of mind that comes from knowing that you are doing everything possible to maximise your charity's income and secure its future activities.

Find out about independent advice on the investment of charitable funds>