Charities and Ethical Portfolios
Each charity has its own objectives, responsibilities and concerns. As a trustee you need to be certain that your charities investment portfolio is being managed in accordance with these and that any ethical or environmental constraints are being taken into account. This will help to satisfy your own fiduciary duties and reassure existing and potential donors that the money is being invested appropriately.
We are able to support charities through our bespoke investment approach. Each charity needs to reflect its policy requirements within its portfolio, and our dedicated Investment Managers will help you achieve this. They will ensure the advice we provide is to your requirements, risk profile and investment restrictions.
They will take the time to understand your needs and the strategy you want your portfolio to support. We can then create an individual portfolio to match your charity’s income and growth targets, attitude to risk and investment policy.
Research and Asset Allocation
Our research team and Investment Managers work closely to achieve the right asset allocation, sector and stock recommendation for each charity portfolio. We look across the whole of the investment market to find the best investment to meet your goals – all suitable options will be considered.
Our in-house research capability is significant, covering UK direct equities, fixed interest instruments, overseas funds and alternatives; a wide range of investment opportunities in order to tailor your portfolio to meet your specific requirements.
Ethical and Environmental Portfolios
Our bespoke Ethical and Environmental portfolios are designed for clients who wish to invest their capital into the equity market but avoid industries and businesses involved in, for example, armaments, tobacco, pornography and gambling, whilst also investing in businesses which are making a positive contribution to society. This can be through a positive and proactive approach to the environment, human rights, education or health for example.
Corporate Social Responsibility
At Rowan Dartington every member of staff can allocate two days to pursue charitable causes. We also provide staff with the option to pay directly into CSR projects and each month contributions are given to a chosen charity.