Every request, from a charity good-governance review to establishing a 'family office', is different, and thus we do not have a 'one size fits all' solution. As an example of our process and how we operate:
Understand: we get to know You and Your
- Aims
- Structure
- Governance
- Investment requirements
- Environmental, social and governance (ESG) and Socially responsible investment (SRI) issues
- Suitability of investments
Action: we assist with the management of
- ‘Good governance’ reviews
- Writing the Investment Policy Statement (for charities within CC14 guidelines)
- Writing a ‘Request for Proposal’ (RFP)
- Consolidating and assessing RFP responses
- Investment manager selection
- Organising and advising on the ‘beauty parade’
- Simplifying investment management jargon and complexities
Review: we carry out an investment health check or 'good-governance' review focusing upon
- Performance
- Strategic and tactical asset allocation
- Risk and volatility parameters
- Benchmarking
- Adherence to restrictions including ESG and SRI
- Fees
Implement: we carry out implementation of
- An asset allocation strategy
- Regular portfolio reviews
- Monitoring of portfolio(s) to ensure that they achieve their stated aim(s)
- On-going review:
- Retained to attend investment meetings
- A sounding and advisory board on an ad hoc basis
Charges: we charge based on time (hour, day, project), not based on Assets under Management. Our fees are transparent and, we believe, competitive.