Review of Your Incumbent Investment Managers
Complete a full assessment of the investment performance of your Portfolio(s) against the investment objectives, benchmarks and criteria given to your Investment Managers. This will also include comparisons with other major investment managers of charity assets and benchmarks across the main asset classes in which you are invested.
Provide a study of the risk and volatility levels of your Portfolio(s) and compare these with charity averages, benchmarks and the average portfolios of other charity investment managers. We will also provide risk adjusted performance return data so that you can see how well your investments have performed relative to the investment risks that have been taken.
Strategic and tactical asset allocation
Provide an analysis of your asset allocation strategy and check that it is in line with the instructions to your Investment Managers.
Complete an assessment of the level of investment income generated by your Investment Managers compared to industry averages and your requirements.
Portfolio cost analysis
Provide an analysis of the ongoing level of investment management costs of your Portfolio(s) to ensure that the charges remain competitive and in line with what has been agreed with your Investment Managers. This will include a detailed review of the total costs that the Portfolio(s) incur and comparisons with the costs of other competitive providers.
Ongoing Review of Your Investment Policy Statement
Ensure that your Investment Policy Statement continues to match and properly communicate the Charity’s investment needs and advise of any amendments that might be needed based on your investment requirements.
Compliance and best practice
Ensure that your Investment Policy Statement continues to meet regulatory requirements and industry best practice.
Annual report and accounts
Assist you with producing the wording to be included in the Charity’s annual report and accounts on investment performance, if required.