How is P-Solve creative for Charities?

We have strong experience of working with charities, both in respect of charitable assets and pension schemes.  As a result, we understand the challenges faced by charities in investing assets, in particular, the differing needs of larger and smaller charities. 

For our specific approach to smaller charities, please go to the bottom of this page.

For larger charities, we can help trustees to establish what the objectives of the charity are and how they affect the investments.  Generally, this will need to reflect the objectives for raising donations or contributions to the charity.  Also, it is generally necessary for the charity to appreciate where it has and does not have liabilities.  This is key to determining the right way to invest. 

Investment Strategy

Partnering with trustees, we can then go on to develop, implement and govern an investment strategy that has the best chance of meeting the needs of the charity.  This may involve complexity, depending on the need, and therefore needs to be properly supported by training.  This ensures trustees fully appreciate with what they are engaging. Our consultants in P-Solve Asset Solutions can work with you to develop your needs into a clearly articulated set of objectives.  These needs are used to develop an investment strategy, through a process that aims to make progress as quickly as possible.  For more information, click here.

Risk Management

In some cases, it may make sense to use specially structured risk protection solutions. These solutions may seem new for trustees and, as such, the P-Solve RMS team is set up to help trustees through the entire process, from basic education and advice through to implementation and management of these solutions. The breadth of skills and experience within the P-Solve RMS teams means that we are one of the very few teams in the industry with a proven track record of providing such a full service. Our people bring specialist expertise from derivatives trading backgrounds to advise you how to implement these strategies safely and effectively.  For more information, click here.

Governance

If your challenge is how most effectively to govern your investments, then our CAMRADATA team can help.  Our team provides a broad range of services from which you can choose what you need.  This might relate to focused reporting (for example you may want your reporting on five pages not fifty), the development of a governance framework or training support.  Or, you may require more technical support, such as in-depth investment manager analysis or to test the robustness of your investment strategy to changes in economic conditions.  Whatever governance help you need, our team can help.  For more information, click here.

Small Charities

Finally, we do appreciate that a key challenge facing smaller charities is the cost of securing advice.  There is no point paying significant amounts in fees if they will swamp any benefit in improved investment return.  As a result, many charities do not use investment advisers. Consequently, as part of our community strategy, we are offering smaller charities the opportunity to secure advice on objectives, investment strategy and manager selection at no fee to the charity.  We believe charities should have the opportunity to access world class advice, whatever the size, and are offering this service to help achieve this. Any benefits we can deliver in this regard will be delivered directly into the community, one of P-Solve’s core values (Citizenship)  For more information, click here

If you have other questions, or would like to talk through an issue, please contact us.