Not For Profit

Allowing you to maximise the reach of your organisation

Trustees of charities and other not for profit organisations may feel like they’re in a perfect storm at present.

Not only have charitable donations been  falling, interest earned on cash is at historic lows, whilst the stock-market is at all-time highs.

A significant part of our business involves advising organisations who are unsatisfied (to a greater or lesser degree) with their incumbent investment managers. In the instances where we conclude that the investment strategy is not fit for purpose, the root cause of the problem can usually be traced back to the trustees having rushed straight into a tender process without investing the time to ensure that all parties are working towards the same goal.

We have worked extensively in the charity sector and have evolved a process aimed specifically at organisations seeking an independent review of their investment strategy or indeed those looking to create one for the first time.

We interactively work with clients to produce clear, prioritised and realistic objectives that will ensure an appropriate investment strategy is adopted. The steps we undertake necessitate that there is group understanding, accountability and sound documentation of the chosen path.

Consultancy services like this are not regulated by the Financial Conduct Authority and you should be aware that all investments carry a degree of risk. What you invest may fluctuate in value and you may not get back what was invested. Income drawn can fluctuate and will also impact on the capital value of the investment.

You can download our brochure here or, for more information, get in touch. You can read a client case study by clicking the link below.

RSPCA

RSPCA

The RSPCA is the oldest animal welfare charity in the world....

Read the full case study

The appointment of Epoch allows us to better understand the investment universe and to have a professional who can interrogate performance more completely than was possible before.

The RSPCA

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