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Private Wealth

Charitable Services

Evans and Partners have established a reputation as a trusted adviser to a diverse group of community and charitable organisations.

We understand that managing the assets of organisations providing support and services to some of the most vulnerable members of our community requires a real understanding of the unique objectives of these organisations and stakeholders.

Investment Checklist

  • Do you have an investment policy?
  • Ensure investment decisions and recommendations are consistent and compliant with trust deed and investment policy
  • Ensure strategic review of organisation cash flows and existing investments and asset allocation
  • What activities do you need to fund and when
  • Ensure implementation of appropriate asset allocation
  • Are you tracking and receiving franking credits?

Components

  • Organisation profile - including definition of goals and objectives
  • Risk definition - operational, financial, reputational
  • Cash-flow requirements
  • Investment return objectives
  • Asset class selection / restrictions
  • Asset allocation benchmarks
  • Investment procedures / policies
  • Performance review / benchmark
  • Ethical or social responsibility investment considerations
  • Reporting