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How do we work with you?

Before we propose a solution, we begin by spending time understanding your objectives, investment and income requirements and tolerance for risk.

To ensure we provide the most appropriate advice, we also need to understand:

  • existing assets
  • investment time frame
  • any negative or positive ethical screens.

We can also review your current position, including:

Cash flow analysis – comprehensive analysis of outflows and injections. This enables us to engage with clients on appropriate risks and income requirements to meet the needs and outcomes for the endowment in different scenarios.

Governance policies – we have the capacity to help not-for-profit clients establish sound governance policies through the review of existing policies and creation of new policies.

Investment policies – promote sound investment practices, ensure that advisers and clients are working together to achieve client objectives.

Evans and Partners will guide you through the process of establishing an investment policy and portfolio construction road map.

Ongoing management practices include:

  • strategic review of cash flows, ensuring changes are incorporated into budgets
  • regular portfolio review
  • detailed portfolio reporting
  • strong focus on preservation of capital and generation of reliable income streams
  • understand longer-term-funding requirements
  • understand any ethical and social considerations
  • provision of seminar and educational opportunities for trustees of organisational clients
  • introduction to donors with similar interests.