Institutions and Charity Investment Expertise l Investment Advisors

INSTITUTIONS AND CHARITIES

Charities

We partner with Charities and non-profit organisations to help protect and grow their funds, ensuring their sustainability into the future. When working with management teams and trustees, we take the time to understand their long-term investment objectives. Through a deep understanding of these objectives, we develop bespoke investment strategies which reflect their attitude to risk and ethical principles. Our investment process plays a central role in ensuring the most appropriate investment strategy is implemented and managed.

Institutions

We provide a full range of specialist investment management solutions to institutional clients, both in Ireland and internationally, ranging from investment management process reviews to bespoke consulting engagements, specifically related to risk and capital management within a regulatory framework.

Our tailored service includes helping clients determine their investment objectives, design an investment strategy capable of meeting those objectives within their risk tolerance, and helping them to implement an investment portfolio that is in line with their strategy, and a governance framework to facilitate best in class ongoing management.

Our service helps institutions to efficiently and effectively manage their investible balance sheet and third-party assets to drive optimal outcomes for their stakeholders.

Charities

We partner with Charities and non-profit organisations to help protect and grow their funds, ensuring their sustainability into the future. When working with management teams and trustees, we take the time to understand their long-term investment objectives. Through a deep understanding of these objectives, we develop bespoke investment strategies, and which reflect their attitude to risk and ethical principles. Our investment process plays a central role in ensuring the most appropriate investment strategy is implemented and managed.

Institutions

We provide a full range of specialist investment management solutions to institutional clients, both in Ireland and internationally, ranging from investment management process reviews to bespoke consulting engagements, specifically related to risk and capital management within a regulatory framework.

Our tailored service includes helping clients determine their investment objectives, design an investment strategy capable of meeting those objectives within their risk tolerance, and helping them to implement an investment portfolio that is in line with their strategy, and a governance framework to facilitate best in class ongoing management.

Our service helps institutions to efficiently and effectively manage their investible balance sheet and third-party assets to drive optimal outcomes for their stakeholders.

Independent

We are independent of product & fund providers, and select the best international fund managers solely to meet your goals and objectives.

Investment Expertise

Our advisor team is supported by our central investment process and guidance from our in-house investment committees.

Experience

We have been providing advisory services to charities, non-profit organisations, and institutions for over 15 years.

Investment Strategy & Design

We advise on designing investment strategies to meet the objectives and needs of the institution and its stakeholders, within their capacity and willingness to accept investment risk.

Portfolio Implementation & Oversight

We design appropriate investment mandates and select the best investment managers, both of which are continually monitored and updated to ensure your objectives are achieved.

Governance & Risk Management

We assist our institutional clients to design and implement efficient and effective governance frameworks, to help them achieve their investment objectives.