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We understand likely future risks & returns
In setting an appropriate asset allocation for a charity, we take into account future economic and market prospects, the likely spending plans of the charity and the legislation that governs how charities can manage their investments. We adhere to the principles within the Trustee Act 2000 and apply the advice of the Charity Commission’s Guidance Note 14, surrounding the general power of investment bestowed to Trustees.
Given Trustee’s duty of care towards a charities’ assets, we understand that it is a very difficult decision to select an appropriate investment advisor and to delegate the responsibly for the management of those assets. This is why we established Pan Asset, to help Trustees develop an appropriate asset strategy to fulfil their charities’ objectives. The flexibility of our smaller business size allows for this.
While larger investment managers have many resources at their disposal, they are not necessarily allocated to their charity clients who will often comprise only a minority of the assets managed by that firm. Larger investment managers may therefore often lack the flexibility to offer a truly bespoke service to charity Trustees or assist them in developing a suitable investment strategy. Many ‘off the shelf’ investment solutions can be dressed up to appear tailor-made for charities but may not exactly match the Trustees’ expectations.
Smaller investment boutiques can be far more nimble in meeting Trustees’ needs of preserving capital, providing a sustainable income and growth for the future.