We work closely with Charities, Trustees and Investment Committees to fully understand their specific Requirements, Objectives, Restrictions and Circumstances
Our background in the charity sector
Supporting Charities is a core activity for GNA Consulting. Our Team has been involved in the UK Charity sector for over 15 years as investment and policy advisors, and includes a former Head of Charities at a UK Private Bank, managing Charity portfolios, as well as a former Trustee of a grant giving educational charity and current member of the Investment Committee of a national medical Charity. We have advised Charities in abroad range of sectors and with a variety of different operational and Endowment models. We are regular speakers at Charity Investment Conferences and a leading member of our Team consulted on the Charity Commission’s proposals for the Guidelines on Investments (CC14).
Ensure your charity’s investment and reserve policies are up to date and reflect your current objectives, risk parameters, time horizons and income/expenditure requirements
We conduct thorough reviews of and where required create new Investments and Reserves policies to embody the Charities financial priorities, risk parameters, time horizons and key objectives. We have substantial experience in reviewing, updating and creating these vital policies in close co-operation with Trustees and senior executives. We create bespoke ethical investment policies incorporating Environmental Social and Governance factors as well as reflecting mission related criteria specific to each Charity.
Independent advice, vast experience and an alignment with your interests
Our combined experience brings the dual benefits of highly experienced and knowledgeable investment services practitioners as well as active Trustees of charities. This invaluable experience of having been on “both sides of the table” is extremely useful in analysing investment proposals for their robustness, credibility and ability to deliver your stated objectives at a competitive fee level as well as facilitating a rigorous investment manager selection process.
We have conducted reviews, delivered strategic plans and investment manager selection processes for Charities active in a broad range of sectors with investment portfolios of £10 million to £165 million.
Review your charity’s investment management and portfolio performance to ensure they are aligned with your investment policy criteria and objectives
We construct, facilitate and deliver disciplined and effective Investment Manager Selection processes within timescales to suit your required schedules. We constantly monitor and interact with a broad network of leading, established and specialist charity focused investment managers to examine and challenge their propositions. Our experience as previous practitioners as well as clients of asset management services has provided us with an invaluable insight into the investment propositions and fee structures of the asset management community.
