EQ for Charities

Our Bespoke team are able to design portfolios to suit the special needs of charitable endowments. We can also help with providing governance items such as Investment Policy documents and advise trustees about safe long term withdrawal rates.

In the current low yield environment many charities have struggled to achieve an adequate level of income to support their core activities. EQ can help develop a Total Return investment approach which allows natural income to be supplemented by capital growth and be compliant with the guidelines set down by the Charities Commission.

Alternatively we can provide an Absolute Return approach for trustees who are keen to reduce portfolio volatility or utilise our expertise with Positive Impact Portfolios for those who wish to invest ethically.

In each case our solution will be tailored to suit the specific needs of the organisation.


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