Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.
Meeting your needs
Our specialist charities investment team acts for a range of charitable interests and professional trustee boards as a reliable and trusted custodian of their assets. We take the time to understand your investment objectives, risk profile, ethical and ESG constraints and actively manage the charity’s portfolio on your behalf, with full discretion across a range of assets within agreed parameters.
We understand the additional obligations of professional trustees and offer a high standard of reporting and performance analysis online. The charity’s investment manager will attend trustee meetings as and when required, and we provide ongoing training and guidance on topical issues affecting trustees.
Understanding clearly what your charity means by risk is a fundamental part of our investment process. We believe that managing risk is an integral part of constructing a portfolio and deserves the same consideration as individual investment decisions.
We have a robust investment process that has been in place in its current form and that has proved itself in both rising and falling markets.
You will be directly looked after by your investment managers and their team so you will always be able to speak to someone familiar with your affairs and who can answer any queries promptly.
How we can help
S&W interest rates are applied on a tiered basis, either on a managed rate or reference rate basis depending on currency. Our interest calculation policy and current rates are published on the Schedule of Interest Rates.
Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.
Environmental, social and governance (ESG) considerations
Environmental, social and governance (ESG) considerations are changing the investment landscape. We look at how charities are consequently under increasing pressure from stakeholders to draw these considerations into their investment process.