When investing as a Not-for-profit you need to start with understanding how the organisation can fulfil its purpose now and in the future. Whether it exists to provide support for disadvantaged people, healthcare services, land, medical research or education, its existence is for a purpose. Part of securing its future is in the growth of the organisation’s assets, including those held in reserves or investment portfolios.

For further support on developing your investment portfolio access our NFP handbook.

Start with purpose

Whether you are seeking to sustain your organisation into perpetuity, deliver a regular income stream or building a portfolio for future ambitions our investment professionals work with you to understand your needs and help achieve your goals.

Active management, alpha, sharpe ratio, tracking error...struggling with the financial jargon attached to your portfolio? We've created a jargon buster to help you make sense of it all.

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