Bespoke and adaptable portfolios for not-for-profit organisations

We understand organisations in this sector require specific solutions in their investment portfolio to cater for such things as: Governance, environment or asset class considerations. Guardian is actively involved in managing the endowments of clients across a range of sectors. Client reports can be tailored to concisely cover the desired reporting metrics.  Clients have access to our regular reporting and our resources to help meet the oversight requirements that are characteristic of the sector.