Charity Investment

Our portfolio management service is designed for charities with assets in excess of $1.5 million and offers:

A tailored investment portfolio
Direct investment or best of breed pooled funds
Ongoing support and excellent service from our specialist charity team
Bespoke quarterly investment reports and valuations
Attendance at trustee meetings and invitations to events
Safe custody and access to our cash management products

At A Glance

Our Charity Investment At A Glance

Understanding your objectives

While charities differ in their requirements, there are four broad stages to our advice:

Carrying out an in-depth review of the charity’s financial position, objectives and risk appetite as expressed in a written investment policy
Recommending an appropriate strategic asset allocation
Tactical asset allocation and investment selection through the business cycle
Ongoing monitoring and reporting. This includes reviewing any changes in the charity’s financial circumstances or charity legislation and responding accordingly

Our portfolio management service, for charities with over $1.5 million to invest, provides a tailored investment solution capable of meeting a broad range of objectives including those looking to protect against inflation, generate income or with specific ethical requirements.

Strategy

Building an investment portfolio suitable for your charity

Investment strategy is at the heart of any portfolio.

We aim to identify the appropriate long-term mix of asset classes that best achieves your charity’s particular investment objectives. In doing so we consider the following factors:

Return objective
Income requirements
Inflation protection
Risk tolerance: risk of capital loss over a particular period, risk of not achieving return or income targets
Time horizon
Liquidity requirements
Ethical policy

Asset allocation

Knowledge and expertise allowing us to position your portfolio competitively

What is tactical asset allocation?

Having established the appropriate strategic asset allocation, the next step is to construct the portfolio, taking into account the range of assets and the relative attraction of each asset class in the prevailing market conditions compared to others. By making short-term overweight or underweight adjustments to the strategic asset allocation in a particular asset class or market, it is possible to take advantage of expected variations in asset performance.

Investment selection

Accessing the best investments for your charity

Once we have finalised the strategy and asset allocation, we select the most appropriate underlying investments. We have the flexibility and depth of research to invest across all asset classes. Our charity clients adopt a variety of strategies, some invest directly in equities and bonds, others focus on diversification through pooled funds. We include external products and managers alongside funds managed by Schroders.

We favour pooled funds over direct assets for the following reasons:

Greater diversification across investments and managers
Access to markets which may not otherwise be available
Improved liquidity where underlying assets may be relatively illiquid
Access to a broader range of investments
Reduced accounting burden

We achieve diversification by selecting a blend of funds across a range of investment styles. We have a successful, established track record of strong performance across a broad range of assets and we feel that we can often provide our clients with in-house investment vehicles to meet their needs.

We have the flexibility to include external products and managers. Indeed, we advocate exposure to third party funds in order to achieve greater diversification and improved projected performance. We believe that access to third party fund managers improves our flexibility and range of suitable funds which is an integral part of our approach to portfolio construction.

We are also able to manage investments on a directly invested basis, where required or preferred by clients.

Sustainability

Spanning social and financial investments, sustainable investing covers a broad range of environmental, social and governance (ESG) topics. For many of our clients, considering ESG issues is becoming fundamental in helping them ensure that their investments shape better outcomes for society, as well as drive long-term performance.

Central to our sustainable investment approach is the understanding that those companies that can adapt and thrive in a climate of rapid social and environmental change will be more successful in growing their business. Careful consideration of material ESG issues allows us to potentially mitigate risks that could arise from these issues as well as identify opportunities. We work with an extensive team of sustainability specialists as well as proprietary tools from the Schroders Group to help us appraise the companies that we invest in.

Our sustainable investment solutions combine our tailored wealth services with the depth and breadth of expertise at Schroders and our best ideas from across the market. We work with you to understand your values and how to best reflect them in your investment strategy.

Our sustainable investment approach is set out in full in our Responsible Investment Policy.

Contact Schroders Wealth Management

To discuss your wealth management requirements, or to find out more about our services, please contact:

Jasper Lai

Head of Client Advisory, Asia

Telephone:

+65 6800 7033

jasper.lai@schroders.com

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Charity Investment

At A Glance

Our Charity Investment At A Glance

Understanding your objectives

Strategy

Building an investment portfolio suitable for your charity

Asset allocation

Knowledge and expertise allowing us to position your portfolio competitively

What is tactical asset allocation?

Investment selection

Accessing the best investments for your charity

Sustainability

Contact Schroders Wealth Management

Jasper Lai

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management

Wealth management

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management

Wealth management

Wealth Management in Singapore

Wealth Management globally

Latest insight

UK interest rates: what next?

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Charity Investment

At A Glance

Our Charity Investment At A Glance

Understanding your objectives

Strategy

Building an investment portfolio suitable for your charity

Asset allocation

Knowledge and expertise allowing us to position your portfolio competitively

What is tactical asset allocation?

Investment selection

Accessing the best investments for your charity

Sustainability

Contact Schroders Wealth Management

Jasper Lai