Escala Partners has experience in working with and advising foundations, charities and Not-For-Profit (“NFP”) organisations. The lead investment advisors of the Escala Partners NFP Investment Management Team (“the team”) have been providing services to NFPs for over 15 years. The longevity of these relationships demonstrate their commitment to the sector.
At Escala Partners, the team is complemented by the services of a Chief Investment Officer (CIO) and supported by an Equity Investment Analyst and Fixed Income Specialist. The addition of these resources to the team enhances the services that can be provided to NFP organisations.
Whilst asset allocation in the NFP sector is client specific, the fiduciary duties of NFP custodians are applicable for all clients. Escala Partners acknowledges that funds managed by NFP organisations have mostly been derived from donations for the purpose of funding each organisation’s mission. When working with NFP organisations, we are conscious of the fiduciary obligation of each NFP to manage donors’ monies prudently with due care and, where
appropriate, recognising the purpose of the donation. This is consistent with our approach and we acknowledge these obligations within our advice.
We advocate an approach where the NFP organisation sets out its priority – capital growth, income or capital preservation. Once that is established, the other aspects have to play a secondary role – a portfolio cannot achieve all of these objectives without some compromises.
The lead investment advisors of the Escala Partners Not-For-Profit Investment Management Team have been providing services to NFPs for over 15 years. The longevity of these relationships demonstrate our commitment to the sector.