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Charities

Charities     

Read our Head of Charity, Andrew Wauchope's, Real Charity Blog here (please note; you will need to be logged into Linkedin to view)                                    

What sets Psigma apart from other investment firms is our focus on growing the real value of your charity assets over the medium to long-term.  Our multi-asset approach has protected charities from some of the more extreme volatility that we have experienced over the last ten years critically enabling them to maintain funding levels for their key projects.

We do not believe that outperforming irrelevant market benchmarks or focusing on short-term performance relative to our competitors is what charities need.  These may be interesting in the short-term but we do not believe that they drive the right long-term investment thinking required to achieve your investment objectives. 

Our team focus on the investment outcomes of our charity clients and build appropriate portfolios using a broad mix of asset classes. This approach has been developed and refined by using the actuarial expertise of our parent company, the Punter Southall Group (PSG). This multi-asset approach has enabled us to create an offering to our charity clients that focuses on returns in excess of inflation over a full investment cycle.

We are transparent in everything we do. Psigma were awarded the 3D award from ARC (an independent investment and research consultant), an endorsement of our ongoing commitment to the principles of transparency, engagement, and integrity these are important values that our Charity clients identify with.

Our Fee schedules are competitive and we have no hidden charges. It is fair to charge clients for the value we add, but it is not fair to have complicated fee structures that include exit fees, transaction commissions and custody charges.

Finally, we work very closely with the trustees of our Charity clients to gain an insight into their needs and their charitable projects.  We believe we should work as partners with our charity clients so that they are confident of our skills and comfortable with their investment strategy in all market conditions.