Our advisory service offers considerable experience assisting organisations in the not-for-profit sector. Having practical knowledge of the requirements, challenges and fiduciary obligations that need to be addressed by boards and sub-committees, we can help alleviate the pressures, particularly for those acting in a voluntary capacity. Our dedicated not-for-profit specialists work with you to develop a bespoke plan to meet your defined investment objectives. They are supported by our CIO team, who provide guidance on tactical asset allocation and the selection of preferred fund managers. The plan will be designed to address your ESG responsibilities, mitigate risks, meet liquidity and income requirements, optimise investment returns, and preserve capital over the long term. You could see our role, in effect, as your Outsourced Chief Investment Office, helping make the investment decision-making process as simple and efficient as possible.
Meet Amanda Fong
“We are changing the way wealth management services are delivered in Australia. Our firm is not aligned with any financial institution and their products, and we bring a unique investment approach through our comprehensive and thorough asset allocation process and our collegiate culture. Escala is the creation of a whole that is greater than the sum of its individuals.”
Meet Dylan Verney
“Being with Escala, I’ve known nothing other than providing unconflicted advice that is in the client’s best interests.”
Meet Ben James
“We’re not a broad-based, fee-seeking investment bank trying to be all things to all people, looking for corporate deals and M&A transactions or trying to set up a funds management arm… We are a wealth management business, an advice-only business in the purest sense.”
Meet Tim Cudlipp
“Taking the time from the outset to understand client needs and objectives, and formulating a structured plan and investment strategy tailored to meet these is our passion. This ultimately leads to the best long term outcomes for our clients.”
The first step we take is to gain a full understanding your organisation’s operational profile and mission. A fundamental part of the process is to review the current stakeholders, so roles and responsibilities are clearly defined, and there is an agreed approach to managing the investment portfolio. From this we prepare a detailed Investment Policy Statement, articulating the investment objectives, risk tolerances, liquidity controls, and asset selection criteria. Benchmarks for required returns and liquidity are also established. With input from our CIO team, we then develop a strategic investment plan, ranging across agreed asset classes and geographical regions, and select the preferred investment and risk managers, with all decisions based on our best-in-class approach to ESG matters.
The Benefits to You
Our collegiate approach means you have access not only to our not-for-profit specialists and CIO team but also to relevant experts from across the firm who can be called upon as required. These could include advisors on governance, for example, as we know your social and sustainability objectives are as important as your investment goals. We also put in place strategies for risk identification and mitigation, along with customised reporting that covers all necessary metrics, including continual monitoring of investment performance. Our entire advisory process is highly transparent. Consistent with our commitment to provide optimal and unconflicted advice, our remuneration system comprises only salaries and bonuses. Any bonus is based on goals that measure overall contribution to the business, and does not influence advice given, ensuring all investment decisions are in your best interests. Overall, you can be sure you will receive service and solutions that are second to none.
Get in Touch
Contact us by filling out the form below.