Building genuine partnerships
Our dedicated charity investment team works in long-term partnership with charities, supporting trustees at every stage of their investment journey. We work closely with you to help structure, review, and maintain an effective investment policy aligned with your charity’s objectives, governance requirements, and risk tolerance.
Many charities wish to reflect their values within their investments. We support this through a combination of negative screening and positive engagement, tailored to each charity’s investment policy and governance requirements.
Negative screening allows charities to exclude sectors or activities that conflict with their charitable objectives and helps manage reputational risk.
Alongside this, our positive engagement approach draws on the sustainable investing and stewardship expertise available through WTW. This includes engagement with companies on issues such as governance, climate change, and long-term sustainability, in line with recognised stewardship frameworks and the UK Stewardship Code.
Both atomos and WTW are signatories to the United Nations Principles for Responsible Investment (UN PRI), reinforcing our commitment to responsible, long-term investment outcomes that align financial objectives with charitable values.
We begin by agreeing a clear investment policy tailored to your charity’s objectives. From there, we build and manage a portfolio designed to support income needs, long-term capital growth, or a combination of both.
As a UK-based charity investment manager, we apply a disciplined, global investment approach, drawing on in-house expertise across asset allocation, investment selection, and risk management. Our focus on high-quality investments and the power of compound returns helps safeguard and grow your charity’s assets while ensuring portfolios remain aligned with your values.
Our investment philosophy is grounded in the power of compound returns and a disciplined focus on quality. As long-term investors, we seek out high-quality businesses that can generate sustainable profits regardless of the economic environment, helping to safeguard and grow your charity’s capital and income over time.
We have a strong investment culture, underpinned by a clearly defined philosophy and disciplined investment process. When constructing portfolios, we draw on extensive in-house expertise across asset allocation, investment selection, and risk management.
Our approach is global rather than UK-centric, allowing us to identify opportunities across international markets while maintaining diversification and appropriate risk control. Throughout, we ensure portfolios remain aligned with each charity’s investment policy, objectives, and values.
We have created this brochure to help you understand how we work with charities. The brochure explains the framework and resources we use to build and manage charitable portfolios, as well as the journey you can expect to take with us.
We are committed to transparent, straightforward pricing. All fees are clearly set out, with no hidden charges, so trustees can fully understand the total cost of managing their charity’s assets.
We scrutinise global markets in the search for high quality businesses and investment themes.
We identify investment opportunities at attractive prices and build diversified portfolios.
Our team measure and monitor the risk and performance of holdings and react appropriately to market conditions.
We’re ready to listen. Get in touch and arrange a free consultation to find out what we can do for your charity.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
