It’s important to regularly review the overall strategy for your organisation’s assets. Changes to trustees, your organisation’s circumstances or objectives, are all prompts for risk and strategy reviews. We review your organisation’s circumstances, objectives and any existing investments, assess the associated risks, and suggest any changes required to align your investment strategy with your goals and agreed approach to risk. Where appropriate, this may also include reviewing ethical or sustainable investment approaches. Our understanding of ethical, environmental, social and governance factors, and how these can be integrated into charity investments, is unrivalled.
For more information, visit our website: https://www.buzzacott.co.uk/investment-consultancy
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