Investment Solutions for Charitable Organizations
At Ensue Global Asset Management, we understand that charities and non-profit organizations have unique investment needs. Unlike traditional investors, charities must balance financial returns with their ethical values, mission alignment, and specific regulatory requirements.
Our Charity Investment service is designed specifically to meet these challenges. We provide expert investment management that helps charitable organizations grow their assets while maintaining alignment with their core values and mission.
Why Choose Ensue for Charity Investment?
With over 18 years of experience in managing assets for charitable organizations, we combine deep sector expertise with our global investment capabilities to deliver solutions that work for your specific needs.
Our Approach to Charity Investment
Mission-Aligned Investing
We work closely with trustees to develop investment policies that align with your charity's mission and ethical guidelines, ensuring your investments reflect your values.
Risk-Managed Portfolios
We design portfolios with appropriate risk levels for charitable organizations, focusing on capital preservation while seeking sustainable returns.
Long-Term Sustainability
Our investment strategies prioritize long-term sustainability and regular income generation to support your ongoing charitable activities.
Our Charity Investment Services
Portfolio Management for Charities
We offer discretionary portfolio management tailored to the specific needs of charitable organizations. Our services include:
- Customized Investment Policy Statements: We help develop and implement investment policies that meet Charity Commission requirements and reflect your organization's specific needs.
- Ethical and Sustainable Investing: Integration of ESG (Environmental, Social, Governance) criteria and ethical screening to align with your charity's values.
- Regular Reporting: Comprehensive reporting designed for trustees, including performance analysis, risk metrics, and portfolio attribution.
- Income Management: Strategies to generate sustainable income to fund your charitable activities while preserving capital.
Specialized Solutions
Our specialized charity investment solutions include:
- Endowment Management: Long-term management of permanent endowment funds with appropriate spending policies.
- Reserve Fund Management: Investment of operating reserves to provide liquidity while earning reasonable returns.
- Donor-Advised Funds: Support for charities managing donor-advised funds with specific investment requirements.
- Legacy Management: Professional management of legacy gifts and bequests.
Benefits for Your Charity
Expertise and Experience
Our dedicated charity investment team has extensive experience working with charitable organizations of all sizes. We understand the regulatory environment, reporting requirements, and unique challenges facing trustees.
Trustee Support
We provide comprehensive support to trustees in fulfilling their fiduciary duties, including:
- Regular trustee training and education sessions
- Assistance with Charity Commission compliance
- Support during trustee meetings and strategic planning
- Clear, jargon-free communication of investment matters
Cost-Effective Solutions
We offer competitive fee structures designed specifically for charitable organizations, ensuring value for money while maintaining the highest standards of service and performance.
Ready to Discuss Your Charity's Investment Needs?
Contact our Charity Investment team today for a confidential consultation. We'll work with you to understand your organization's unique requirements and develop an investment strategy that supports your mission.