We are working very closely with the foundation market, having been commissioned to write a report to record attitudes towards social investment, its relationship with grantmaking and best practice to improve social investment activity.
We are working on a long-term mandate with a UK foundation managed by a leading trust company, Saffery Champness Registered Fiduciaries, to provide whole of market advice and embed our Good Investor social investment screening tools to maximise the foundation’s impact . At the outset we established an investment policy statement to define impact asset allocation strategy. We are now identifying and due diligencing suitable social investment opportunities through our market research, taking consideration of asset allocation needs, return requirements, risk appetite, liquidity and security of capital. We also offer ongoing monitoring and reporting tools for the aggregate portfolio.
We have undertaken similar investment advisory consulting mandates for wealth managers. run seminars for advisers and made available our market intelligence.