Channel Island-based Asset Risk Consultants has launched a new service for charity trustees, Charity Portfolio Performance Review.
The new service will provide charity trustees with professional advice on managing their invested funds, according to guernsey.isle-news.com.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
According to the website, the new service has been specifically designed to address charity trustees’ concerns about the obligations raised in the UK Charity Commission’s document ‘Charities and Investment Matters: A guide for trustees’ (also known as CC14).
The CC14 highlights the legal requirement for trustees to review the suitability of investment manager appointments, whether the manager is complying with the terms of their appointment and whether the investment performance of the portfolio is acceptable.
ARC’s new service is designed to address these specific needs and allowing charities without significant expertise or resources dedicated to investment management to fulfil their obligations with regards to performance assessment.
Graham Harrison, founder and managing director of ARC, said: "The CPPR service allows our uniquely placed and experienced team of investment professionals to assist with and advise charity trustees on all aspects of discretionary investment relationships. To achieve this we utilise our proprietary systems and detailed knowledge base relating to investment managers, industry leading due diligence and real portfolio performance data."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataARC will charge a flat fee for the new service.
