Charity Investment Management

Ensure your charity's or trust's investments align with its mission and values. Our dedicated investment managers provide personalised strategies, guiding charities and trustees in building responsible portfolios to achieve long-term growth and maximise impact for charitable organisations.

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Achieving your charity investment goals

Holden & Partners are experts in charity and trust investment management, specialising in responsible investment strategies that drive financial growth while fostering positive environmental and societal change. As a B Corp with more than 20 years of experience, we can align portfolios with your organisation’s values.

Your Holden & Partners’ financial adviser works with our inhouse investment managers to provide specialised advice, helping trustees like you achieve your goals while maintaining a focus on impact and long-term success. Through our commitment to the CCLA-led AdvisierAction group, we actively engage with listed companies on sustainability issues.

The value of investments can go down as well as up and you may get back less than the amount invested.

Our charity and trust investment management services

Investment oversight & reporting
For charities that engage with third-party discretionary fund managers (DFMs), we provide monitoring to verify that your investments are in. line with your goals. We help to protect your charity’s beliefs and financial goals by monitoring compliance with your Investment Policy Statement.
Our performance reports inform trustees by giving detailed information about your assets and how they promote your goal. The supervision promotes openness and accountability, allowing you to focus on making a difference.

Portfolio management for smaller charities and trusts
If you are responsible for a smaller charity or trust it can be difficult to manage your investments with limited resources. We can provide direct management of your investments via our Managed Portfolio Service (MPS).
Our strategy tailors your portfolio to your charity’s ethical values and budgetary requirements, ensuring that your charity’s finances are invested in a way that promotes both your financial success and the beneficial effect you want to make.

Financial planning
Long-term financial stability is critical for any nonprofit. We assess your future cash flow positions, ensuring that your organisation has the resources it needs to satisfy current obligations and future initiatives.
By monitoring income sustainability and maintaining compliance with Charity Commission standards, we give the financial transparency and stability you require to focus on your purpose. This strategic planning helps your charity navigate hurdles and seize opportunities.

Trustee support & governance
Trustees bear substantial responsibility for a charity’s financial management. We can attend your trustee meetings to give professional advice and assistance for sound decision-making.
By providing information on governance, investments, and fiduciary obligations, we can work in conjunction with your lawyer and accountant to enable you to manage your charity’s finances confidently. This assistance ensures that your charity or trust adheres to best practices and regulatory requirements, enhancing its capacity to achieve real outcomes.

Customised services & reports
Every charity and trust has distinct goals, and our financial experts’ approach reflects these. We modify our methodology to compliment your existing financial planning efforts, providing customised performance reports that meet your unique requirements.
These reports give actionable insights into your investments, allowing you and your team to make educated decisions. Our adaptability means that the expertise we offer develops and adapts to your organisation.

What is charity investment management?

Charity investment management involves creating and overseeing investment portfolios that align with a charity’s mission, values, and long-term goals. It focuses on achieving financial growth responsibly while supporting societal and environmental impact.

“Holden & Partners provide sound advice, regular updates and appropriate options.”

Benefits of charity and trust investment management

Effective charity investment management may improve your organisation’s financial health while also increasing the effect of your mission. Holden & Partners specialises in assisting charities in realising these benefits through specific strategies and experienced support.

Personalised solutions – Your charity’s investments will be personalised to its specific financial goals and ethical standards, delivering a customised approach that yields results.
Ethical impact – We create portfolios that prioritise companies and activities consistent with your beliefs, deliberately avoiding investments in sectors that contradict your goals.
Expert advice – Our expert in-house team provides strategic assistance, allowing you to successfully manage market challenges while making educated and meaningful financial decisions.

How do we ensure our charity's investments align with our mission and ethical values?

This is very relevant; many charities want and may even have a duty to make ethical investment considerations.
What is the best way to balance financial returns with social and environmental impact?

Have a clear and visible investment policy statement that sets out the trustees’ expectations of the investment manager and investment adviser.
How can we manage the charity's funds to provide long-term financial sustainability?

Monitoring of risk and planning ahead with future drawdown of funds.
What are the legal and regulatory requirements for managing charitable investments?

Charity Commission Regulations, the requirements of the donors when bequest were made, and the sustainability of the gift/income being drawn.
How do we structure our investments to mitigate risk while achieving our goals?

Through regular discussions with the trustees and risk questionnaires.

Get started in three easy steps

Get in touch

Contact us by phone, email, or online form to book a free consultation. Whether you prefer an in-person meeting or a virtual chat, we’ll start by establishing your requirements and specific goals.

Chat to an expert

During the meeting, we will offer straightforward recommendations and discuss how we can help you. We’re here to answer all your questions and provide realistic ideas to help you achieve your financial objectives.

Get a fixed quote

We provide clear pricing with no hidden surprises. Once we’ve analysed your needs, we’ll deliver a clear, set quotation so you know precisely what to expect before proceeding.

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