Investment Services for Charities
We specialise in managing global, multi-asset portfolios tailored to each client's needs. For a charity client our start point is its 'investment policy' - its particular set of investment objectives, restrictions and appetite (or lack of it) for risk. For every charity, we would then construct and manage a personalised portfolio reflecting its unique set of investment requirements.
However, all portfolios will share the following characteristics. They will be constructed from our list of core funds representing our strongest investment ideas; their risk profile will be monitored by our in-house risk model, Efficient Frontier; and they will be invested in liquid investments that can quickly be converted to cash if required.
We also construct and manage a Charity Model Portfolio| - this is primarily designed to be indicative of our current investment thinking. It has its own specific benchmark and income target.
Using our proprietary risk model, Efficient Frontier, we are happy to provide a free risk report on a charity’s current investment portfolio. If you would like to discuss this further, please contact us using the adjacent contact details.
|Ingenious Asset Management - Investment Services for Charities (2,741Kb)| |Ingenious Asset Management - Charity Brochure (6,891Kb)| |Charity Model Portfolio (1,854Kb)|