Paradigm Norton for Charities

The Investment Recommendations

Having understood the aims and objectives of your charity, and, following discussion with you, your tolerance towards investment risk, we will then construct a proposal for the way in which your charity’s funds might be invested.

This will take into account: important factors such as:

the charity’s investment policy statement
conclusions reached within the strategy document, such as anticipated outflows
any other needs for capital which are likely to arise
the management of cash
possible inflows of new funds

Through the recommendation process we will explain the significance and impact of factors such as:

asset allocation
currency exposure
the merits and limitations of an ethical investment stance
fund performance monitoring
rebalancing guidelines

Our recommendations are designed to ensure that your charity’s goals can be achieved whilst minimising the level of cost incurred and the degree of risk to which the charity is exposed.