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Investment Reviews

Trustees have a principal duty to ensure that their charity’s funds are prudently invested.  Periodically they should review the situation, be satisfied that they have received appropriate advice and have acted upon it where necessary.

To support Trustees in this regard The Trust Partnership collaborates with the independent investment consultant Chawker & Co. With them we offer three core services to clients:

Investment Management Reviews: A periodic investment review, undertaken by Chawker & Co, enables Trustees to have confidence in their investment manager selection, get better investment outcomes, better fee negotiation and meet their fiduciary duty to undertake periodic reviews.

Trustee Training; To empower Trustees to make decisions and fully understand the rubric of investment we provide a fixed price half day package of training.

Ad Hoc advice and Consulting:  Chawker & Co offers flexible support to client Trustees who need advice, find themselves in conflict with their managers or need short term investment counselling.

To learn more about our services in this area, please email Johanna Tompsett at jo.tompsett@thetrustpartnership.com.

The Trust Partnership’s publication “How to choose your Investment Manager” is available free to all charities. It guides you through the questions you should ask and where you might find the answers. It includes profiles of many of the leading managers of charity funds.  It is independent, concise and written in plain English.  Please email Johanna Tompsett at jo.tompsett@thetrustpartnership.com for a copy.

If you would like us to email you a free copy, please send the following information to jo.tompsett@thetrustpartnership.com stating ‘Investment Review’ in the subject line.

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Email: info@TheTrustPartnership.com    Tel: 01285 841 900