Investment Advisory
We firmly believe the investment requirements of charities are different from other investors.
Trustees often ask Trust Management to perform an independent assessment of their investment strategy and its performance as an initial step in reviewing their investment arrangements.
Trust Management works with Trustees to develop bespoke investment strategies that are tailored to each Trust because we firmly believe that only Trustees can determine the appropriate risk tolerances and return objectives of a Trust. Because every charity’s needs are different, we do not offer or impose a standard investment strategy on our clients.
Case Study
Critical Review of Investment Portfolio
A Charitable Trust recently engaged Trust Management to review their investment strategy and managers. We set about understanding the Trust’s specific objectives and details of the Trust’s current investment portfolio.
We concluded that the strategic asset allocation was not well defined, the investments were not well diversified and there was too much dependence on one active manager. Furthermore, the performance had been poor when measured against standard market benchmarks.
We also discovered that the Trust’s management fees were high and that a saving of around 20% was readily achievable by changing the Trust’s asset allocation and management structure.
As an outcome of this review, the Trustees decided to change the investment strategy. The Trust has increased its focus on the income generated by the investment portfolio. As such, the Trust will soon be in a position to increase its grant-making in a significant and sustainable basis.
Get in touch
We would love to hear from you and learn more about your organisation's purpose.
For all enquiries, please contact:
Trust Management has provided excellent advice and support to Presbyterian Support Northern (PSN) for many years, ensuring that our investment portfolio is well balanced, delivering to our investment strategy and outperforming the long-term benchmark. As our Investment Advisor, Matthew Goldsack has taken the time to understand our organisation and the role that the Investment fund plays in our strategy, and has offered considered, independent and well-researched advice and updates and has been highly responsive to our needs. We have no hesitation in recommending Trust Management to other for purpose investment funds.
Nigel Little
Board Chair, Presbyterian Support Northern