Our Services
Newton provides specialist discretionary asset management services for charities, designed to concentrate all of our of expertise and experience toward meeting each charity's specific investment goals and requirements.
The process of building trust starts at your first meeting with us, before we begin to invest. We will outline a suitable investment strategy with you and explore your attitude to risk, whilst bearing in mind your charity's commitments and plans, before agreeing with you the implementation of the strategy appropriate to objectives and circumstances.
Bespoke portfolio management
Each charity has a different investment requirement; consequently we manage a wide range of portfolios with different risk profiles, return objectives and income yields. Additionally, a bespoke service with an ethical investment policy is offered. We use a combination of direct investment and pooled funds, as appropriate, to achieve the chosen investment objective(s).
Since investment management is our sole focus, at the core of our financial solution is a robust and disciplined investment approach
Key features of our approach are
- Bespoke portfolios in line with specific objectives
- Targeting a range of income levels
- Peer group and tailored benchmarks
- A blend of asset classes to meet specific objectives
- Comprehensive charity administration
- A team approach to flexible fund management
- Management of client specific ethical/SRI policies (including full ethical screening
- A balanced common investment fund: the Global Growth & Income Fund for Charities
- A range of Newton pooled funds with specialist features may be utilised alone or blended together as required
- Value added services: regular trustee training and our annual charity seminars
Teamwork
The managers in our specialist charity team have an average of more than 15 years experience in the management of charitable funds and in many cases are trustees of charities in their own right. The team comprises experienced charity fund managers and a specialist client services team at its London headquarters and further specialists in its offices in Leeds and Edinburgh.
