Understand your requirements
Conduct a profiling exercise to gain a full understanding of the investment needs of your Charity including risk profile, income requirements, investment and performance objectives, future capital requirements, investment restrictions, ethical/socially responsible criteria and service requirements.
Gather in-depth, like for like, information
Develop and agree with you the tender documents for the required investment management services and design a comprehensive questionnaire to gather information from the investment management candidates.
Identify investment managers to compare
Assist you to identify the most suitable investment managers according to your requirements.
Make relevant and detailed comparisons of investment managers
Collate, check and analyse the information gathered from the investment managers and provide you with in-depth, like for like, comparisons and analysis.
Assist with short-listing of investment managers
Present the results of the review and fully explain our analysis and findings to assist you to pick the Managers to be invited to make presentations.
Organise and run final presentations (beauty parade)
Once you’ve selected the finalists, we’ll communicate with the successful and unsuccessful Investment Managers and organise the formal presentations and interviews.
Oversee transition of assets
Assist with the take-on process of new investment managers including the negotiation of investment management fees, service requirements and the production of your Investment Policy Statement.
Provide full documentation on tender process
Provide a comprehensive report on the tender process and the decisions taken by the Trustees.