At Investment Quorum we are able to offer Trustees an institutional class investment service which takes account of the best practice model outlined for investment decision-making by Trustees contained in the Trustee Act 2000 and The Myners Report.

We focus firmly on asset allocation and work to explicit mandates.

We assist in agreeing and implementing explicit investment mandates covering;

  • The investment objective
  • Suitable benchmarks
  • Risk parameters
  • Timescales
  • Performance measurement
  • Level of fees and charges

All within a totally transparent framework and in accordance with the Statement of Investment Principles.

Download our 'Institutional Investment Management for Charities and Trusts' Brochure

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