When selecting an adviser it is important to find a service that fits with your charity’s needs.
You may first want to consider:
- the Responsible Investment issues and strategies that your charity wishes to incorporate into your investments
- the financial objectives required from investments (such as income levels and capital growth)
- the level of risk you are prepared to accept
- the timeframe over which you wish to invest
- the type of service required and level of involvement you want in the investment process (e.g. execution only, discretionary management, or advisory services)
This information will help you to identify a suitable adviser.
The stage at which you choose to use the services of an adviser may vary. This may depend upon the expertise within your charity, the sophistication of your investments and your understanding of Responsible Investment. It may be useful to see the Developing a policy section and assess the point at which you would need advice.