We work closely with charities and not-for-profit entities (NFPs) and can assist in developing a robust Investment Policy, provision of investment strategies, reporting solutions and fund manager reviews.
The investment policy provides a framework that meets both the values and the long-term financial goals of the organisation. We believe that all NFP organisations are unique and regardless of their size, cause or association, should develop an Investment Policy that is robust and functional, as well as broad and flexible enough to cater for both Board and Committee changes and to meet the long-term goals of the organisation.
