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CHARITIES AND FOUNDATIONS

Looking after people makes
a difference

We provide specialist advice to some of Australia’s largest and most well-known charities and foundations. And with more than 40 years of institutional experience around the world, we understand the challenges you face, such as the need to;

• Create cost efficiencies
• Create a regular income stream
• Manage investment and market risk
• Gain confidence from sound investment advice

Check out some of the specialist services ideal for charities and foundations:

• Consulting
• Implementation Services
• Investments

The case for tactical trading for non-profits

April 2012 | Mark Raskopf, CFA, Head of Tactical Trading Strategies; and Darren Spencer, Director, Alternative Investment Consulting

What potential role can investors expect tactical trading to play in a diversified hedge fund strategy?

• Download the paper

A plan for all seasons: NFP spending rules

December 2011 | Raewyn Williams, Director, After-Tax Investment Strategies, and Anna Hocking, Director, Government & Institutions

How not-for-profit entities can use spending rules and investment management to ensure sustainable mission practices

• Download the paper