Investment Management Services for Charities

Maunby manages a number of Charity portfolios for large organisations as well as families.  We are very aware that the returns these portfolios generate are essential to fund the good causes that the charities support.

To that end we take the time to understand the Trustees’ requirements within their Investment Policy Statement and how we can best meet their requirements through bespoke portfolio construction, active management of the assets and careful consideration of costs.

…we take the time to understand the Trustees’ requirements and how we can best meet their requirements

Where Charities have specific sectors or stocks they wish to avoid, we will ensure these are excluded. Conversely, if there are sectors that the Trustees wish the portfolio to invest in we will consider their suitability and include them where appropriate.

Environmental, Social and Governance (ESG)

Although awareness of ESG is growing, sustainability is not a new concept for us when it comes to investing, as well-run companies tend to produce the best long-term returns. We recognise that our charity clients are unique, with different circumstances and different objectives, so we don’t impose a ‘one size fits all’ ESG formula, and nor do we apply responsibility by numbers through the use of data-led screening, as the numbers are only one part of the picture. We prefer instead to engage with our charity clients to discover what is important to them, and to adapt their portfolio accordingly. You can learn more about our approach to ESG here.

If you would like to discuss the Maunby charity service further, please do get in touch with us.