25 October 2023
Head of Charities Investment Advice
Head of Investment Risk Transfer
We recently reviewed the investment arrangements of the charitable arm of an international financial company. As good custodians of the fund, the trustees were keen to ‘kick the tyres’ on their approach, but as busy people with full-time day jobs, they had limited time and budget available. They needed a review that was not only low cost, but also presented findings and recommended actions quickly and succinctly.
We agreed a cost up front, then reviewed the charity’s arrangements against our 10 factors for resilience. We presented our findings in a clear report, with red, amber and green ratings for each factor. Where further action was required, we presented practical solutions and recommendations to the charity.
Download our case study to read more on what the trustees learned from the health check and the positive outcome.
If you have any questions, please get in touch or visit our charities webpage for more information.
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