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Not-for-profit investors

Our bespoke independent advice, innovative investment ideas and effective implementation help endowments, foundations and charities maximise the potential of their investment portfolios.

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Our purpose is to invest today for a more sustainable tomorrow. Nowhere is this more relevant than the not-for-profit sector. We are privileged to partner with endowments, foundations and charities globally to make a difference in two key ways:

  • Independent advice. For over 30 years we’ve helped investors create tailored investment strategies that are fully aligned with their individual circumstances and aims. Our not-for-profit specialists can advise on specific elements (e.g. sustainable investment) through to entire investment governance framework and portfolio design.
  • Effective implementation. As well as designing strategies, we can also take care of the heavy lifting of implementing your portfolio, freeing up your time to focus on your organisation’s mission and making a difference. Our approach to building solutions is designed to target improved financial outcomes, meet the time and expertise requirements of running an effective investment portfolio and deliver value for money. We manage over $160bn of assets in this way (as of 31 Dec 2022), enabling our clients to access attractive sustainable investment opportunities quickly and easily. This can be implemented across your whole portfolio, or just one asset class (read more about our specific funds and strategies).

Multi asset manager of the Year – Fund Management Awards 2022.

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