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What we can offer
Content block managment
charities with £50,000 or more to invest
We have a very flexible range of management solutions which we have designed to meet the needs of most charities.
- The PanDYNAMIC family of Risk-Profiled Funds, which offer low-cost investments to charities. Using Pan Asset’s dynamic asset allocation process they invest mainly in carefully selected index-tracking Exchange Traded Funds (ETFs).
- Active Management of Charity assets on a Discretionary Basis. We would agree on an appropriate investment strategy and develop a long-term asset allocation to meet the Trustees needs. We would then have freedom to invest the funds in accordance with the agreed policy, reporting back to the Trustees as often as required. We would undertake a regular review of the investment strategy to ensure that the investments are suitable for the changing circumstances of the charity.
- Asset Allocation advice and Portfolio of Trackers. Some charities are under-represented in the faster growing parts of the world equity market, or in specialist asset. We can provide exposure at low cost to these assets through ETFs where the main fund is low in exposure, while offering overall asset allocation advice.
- Passive Investments Manager. Certain charities already have a range of passive investment holdings, built up over the years. We could act as manager of these, carrying out full research on the passive funds to assess their cost-effectiveness, tracking efficiency and suitability for a charity. We would keep the holdings under review to seek to ensure best tracking and least cost solutions were in place.