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Not for Profit Organisations
Not for Profit Organisations such as charities, endowments and trusts have two basic investment needs:
- to provide sufficient current income to meet their immediate spending requirements; and
- to grow their assets for the future.
Although each will have different investment objectives, our aim is to offer products and services that allow customisation of investment strategy and a flexible service to match these objectives.
This means being able to deal with a huge variety of charities, endowments and trusts: large and small, complex and simple, risk averse or risk-taking. It means being able to deal with a variety of individuals with varying levels of investment expertise. It means being able to work with each client to identify their specific risk and return requirements while identifying the best way to achieve these in the context of their broader objectives. And it means allocating to each client an experienced and expert team of investment professionals to establish a productive and proactive working relationship.
We are confident that we have the people, products and processes to do just that.
We offer you access to our investment capabilities through the following products:
- segregated management - a bespoke service for larger funds or for those with non-standard requirements
- Threadneedle Investments OEIC range - more than thirty funds offering access to higher risk investment processes and specialist asset classes
To find out more about our services for Not for Profit Organisations, please contact our UK Institutional team.