Bespoke investment advisory and reporting for charities.
Our foundation of independent investment advice, developed and honed over many decades combined with the seasoned expertise of our charity partner in the United Kingdom who brings over 20 years of experience in the sector allows us to deliver high quality, tailored solutions to charities.
For charities, foundations and endowments with long-term investment assets.
Why charities
work with us
£150 billion
*Assets under advice and reporting
£5.2 billion
* Assests under management
26 years
Consistent leadership team
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Investment decisions need to reflect the charity, not a manager’s product range
Every charity has a distinct mission, risk profile and funding need. We help trustees make evidence-based investment decisions through a robust process, transparent reporting and advice aligned to the charity’s purpose.
A clearer view of commitments, risk and portfolio structure
Trustees need more than performance numbers. We combine investment modelling, manager analysis and consolidated reporting so decision-makers can see how the portfolio supports liquidity, spending plans and long-term commitments.
Common trustee questions
- Are we taking the right level of risk to achieve our mission?
- Are our investments aligned with our values and objectives?
- Are our fund managers meeting expectations?
- How often should we review our investment strategy?
Who we
support
Charities have many different financial models. Income could comprise one-off endowments, voluntary contributions and campaigns, regular subscriptions and investment income. Outgo might be for targeted projects, or ongoing commitments spread over many months if not years. The investment strategy to support these financial models needs to be adapted to each specific circumstance.
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Endowments and foundations
Long-term investment structures designed to support ongoing distributions and intergenerational purpose.
Grant-making charities
Portfolio oversight linked to spending plans, funding commitments and the timing of beneficiary support.
Operational charities
Investment governance that reflects reserves, cash flow, income needs and working capital requirements.
Education and specialist charities
Advice for organisations managing complex funding models, donor capital, or restricted assets etc.
Livery
Companies
Supporting members and enabling ongoing education and technical training commitments.
What we
offer
We provide research-led investment advisory services, specifically customised to charities
Expert independent strategy advice
Getting the strategic asset allocation right is often the most consequential investment decision for the charity. An independent approach using advanced financial models builds the foundation to make the investment goals more attainable. We offer bespoke, independent investment advice including strategic portfolio allocation advice tailored to your charity’s needs - we take into account your specific funding profile, annual cashflow needs, sources of income, cashflow horizon and spending requirements.
Manager selection services
Are your investment managers performing well? Do they have the correct mandates? We can help with advice, analysis and monitoring of investment manager arrangements, including performance reviews, mandate adherence and fees.
Implementation advice
Ensure that your chosen investment strategy is implemented as efficiently and effectively as possible. We can work together with your investment manager or as an independent partner.
Custom reporting and analysis
Charities increasingly need to know what is truly contained in their portfolios, where their investments are having an impact on society and how they might align with their charitable aims. We can create custom impact, ESG or performance reporting tailored to customised impact analysis and reporting tailored to your charity’s needs - showing how individual assets you own are compatible with your charitable objectives.
Unlisted asset valuation
How to value unlisted or real assets poses a challenge for many charities. We have a division that specialises in independent valuation of privately-held, unlisted equity, credit or real assets
**Some services may require clients to be professional clients. Contact us for more information – we are happy to help
Bright Africa
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Independent
Tailored.
Institutionally rigorous.
Independent
We are not proposing in-house investment products. Our role is to help trustees assess what the charity needs and how the portfolio should be structured to support it.
Tailored
Charity investment needs vary by purpose, funding model, time horizon and spending profile. Our advice is built around the charity’s specific circumstances.
Institutional
RisCura brings investment analytics, portfolio modelling and reporting disciplines used across institutional investors to charity governance and oversight.
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Speak to
the team
Our work is supported by investment professionals with experience across institutional advisory, portfolio analysis, reporting and long-term investment governance.
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Supporting robust investment governance
From policy and due diligence to ongoing review, we help charities strengthen governance and meet evolving regulatory expectations.
Investment Policy
Clear frameworks that reflect your charity’s values and mission.
Manager Research
Independent assessment of managers and investment options.
Portfolio Monitoring
Ongoing oversight to keep investments aligned to goals and risk.
Risk Management
Identification and management of risks across markets and mandates.
Reporting & Reviews
Regular reporting and reviews for transparency and accountability.
Governance Support
Strengthening trustee oversight and governance practices.
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