Portfolio Management
Through our extensive resources and network of offices we are able to combine international expertise with local presence to help Charities and their trustees achieve their required investment goals.
Overseen by our Chief Investment Officer our rigorous investment process is agreed through a series of investment committees. These incorporate asset allocation, fund selection, stock selection, fixed income, currency strategy and alternative asset class views. From this comes a coherent investment policy complemented by our experienced multi-manager team, which provides access to a wealth of investment opportunities, including our longstanding use of alternative asset classes.
Our risk management procedures are designed to ensure our investment views are consistent with your investment objective(s) and aim to keep downside risk to a minimum.