Research reveals room for improvement in investment services provided to charities – Opalesque

The survey, which was commissioned by the charity investment arm of independent investment manager James Hambro & Partners, reveals only 38% describe the investment advisers they use as ‘very transparent’ in terms of how they work and their charges. Just over half (54%) describe them as ‘reasonably transparent’, but one in twelve (8%) say they are not transparent at all.
This helps explain why only 42% said the information provided to them by their investment advisers is ‘very easy’ to understand. Some 13% say it is not easy or it is very difficult to understand.
Overall, just one in five (20%) say they receive a very bespoke service from their investment advisers, 61% describe it as quite bespoke and 19% say it is not very bespoke to their needs.
Only 27% describe the client service they receive from their investment advisers as ‘excellent’, 48% say it is good, but one in four (25%) describe it as average or poor.
Nicola Barber, Partner – Head of Charities, James Hambro & Partners said: “When it comes to their investments, charities need to ensure they meet their strict ethical and ESG criteria and specific investment targets. This requires that they have a portfolio built around their specific requirements and from a team that has the experience and tools at their disposal to deliver on this.”
James Hambro & Partners has considerable experience of managing funds for charities and not-for-profit organisations. Using its first-hand experience, it has shaped its service to address the specific needs and challenges of charities with over £1m of investible assets. Its clients span a broad range of charitable purposes.
James Hambro & Partners builds genuinely bespoke portfolios for its charity clients and responds to their ethical concerns, using market-leading research and proprietary analysis to identify companies and sectors that might contravene the standards they set. It is committed to delivering clear communication, and clients can talk directly to the team managing their money whenever they need to. They deliver reports tailored to their clients’ needs and they are designed to be understood by trustees of all levels of financial experience.
James Hambro & Partners have been winners of the prestigious Charity Times Boutique Investment Manager of the Year Award four out of the past five years.
<!–

–>
Banner
Banner
Banner
Banner
Banner
Laxman Pai, Opalesque Asia: One in three (33%) surveyed institutional investors and wealth managers in Europe predict that professional investors with an allocation to Bitcoin will dramatically increase the allocation to altcoins (a cryptocurrency other than bitcoin) class of cryptocurrencies.
In the week ending September 17, 2021, according to the just-released eVestment August hedge fund performance data, the aggregate return for the global hedge fund busines
By: Jason Denisenko, James Ford, Shuhui Kwok, Charlotte Robins Pragmatic fund structures and attractive tax and setup incentives are convincing an increasing number of private capital fund managers to domicile in Hong Kong and Singapore. Asia is rapidly maturing as a market for alternative a
Bailey McCann, Opalesque New York: SkyBridge Capital is continuing its push into DeFi and it's on full display at this year's Salt Conference currently underway in New York. On Monday, SkyBridge announced that it is teaming with trading platform NAX to raise $250 million for a fund that w
Matthias Knab, Opalesque: Gordian Capital today announced the multi- country launch of GSB Japan Equity Long Short Fund managed by Geoffrey Bennett of GSB Capital, LLC in San Francisco. The Fund invests in high concentration, high conviction large and mid-cap Japanese equities. The market neutra
In the week ending September 10th, 2021, HFRI reported that hedge funds advanced in August, despite increasing risks associated with instability in Afghanistan and expectations f
B. G., Opalesque Geneva: China A-shares, the stock shares of China-based companies, are offering unique opportunities according to Jasper Capital. Shenzen and Hong Kong-based Jasper Capital is one of China's longest established quan
B. G., Opalesque Geneva for New Managers: The next 15 months will be the greatest asset-raising environment in the history of the hedge fund industry, according to Donald A. Steinbrugge, founder and CEO of
B. G., Opalesque Geneva: Steven Behr, the former head of RBS's principal strategies team, has come out of an eight-year retirement during which he managed his own family office to launch a European high yield (HY) credit fund, a spokesperson told Opalesque. This is partly due to consistently
In the week ending September 3rd, 2021, analysing global hedge fund industry performance patterns, trade and treasury volumes and investor flow trends, Citco's Q2 2021 Hedge Fund Report
Bailey McCann, Opalesque New York: Both sponsors and investors want to improve their diversity, equity and inclusion (DEI) policies but significant work remains according to a newly released progress report from the Institutional Limited Partners Association(ILPA). ILPA launched its “Diversit
Bailey McCann, Opalesque New York for New Managers: New Jersey-based hedge fund PlusPlus capital has closed its fund to outside investors following a significant investment from an institutional investor. PlusPlus laun
Bailey McCann, Opalesque New York: Noviscient's flagship Pure Alpha Fund continues to outperform this year. The strategy, which was launched in January 2017, is up 18.42% year to date, building on strong momentum from last year. Pure Alpha Fund ended 2020 up 24.92%. The fund is a dynamic port
Bailey McCann, Opalesque New York for New Managers: Cayler Capital, an energy trading CTA, is launching a new security token that will allow investors to invest directly in the equity of Cayler Capital LLC, not just
Bailey McCann, Opalesque New York for New Managers: A newly established systematic CTA is nearing its launch date. Los Angeles-based TrueRisk Capital started as a separately managed account in May and will be availa
In the week ending August 27th 2021, Eurekahedge said revealed that hedge fund managers were down 0.27% in July, trailing behind the global equity market as represented by the MSCI ACWI (
B. G., Opalesque Geneva: The Eschler Recovery Fund (the Partnership) is a long-biased long/short equity strategy deploying long-term capital into a small number of well-researched small and mid-cap ideas in out-of-favour segments of the market. The strategy is currently invested in multiple deep
Authored by Oliver Brahmst, Chang-Do Gong, Steven Sha, and Suni Sreepada from White & Case LLP, a global law firm. The takeover of supermarket chain Morrison's, the fourth-largest in the UK, has caused something of a stir. The UK-based supermarket chain is the subject of a bidding wa
By: Philip Berkowitz, Corinn Jackson, Britney Noelle Torres As companies focus on workforce inclusion, equity, and diversity (IE&D), they are under increasing pressure to assure that the membership of their boards reflects these values. The Securities and Exchange Commission (SEC) recently appro
By:Darragh Byrne, Germaine Nicole Gurr, Arlene Arin Hahn, Tzi-Yang Seow Last spring, Dell spun off its cloud computing business, VMWare, in a deal valued at nearly US$63 billion, with the equity from the deal funneled to existing shareholders including Dell itself and the PE firm Silver Lake Par
By: Manas Kumar, Eileen Overbaugh What You Need To Know: Effective August 16, 2021, the Assets-Under-Management Test will increase to $1.1 million, and the Net Worth Test will increase to $2.2 million. On June 17, 2021, the U.S. Securities and Exchange Commission issued an order (SE
By: Ari Berman, David Oliwenstein, Roland Reimers Takeaways The Securities and Exchange Commission’s near-term climate change and board diversity rulemaking process heralds what may become a period of significant reform to the SEC’s disclosure requirements relating to environm
By: Anthony Drenzek, Robert Plaze On June 17th, the Securities and Exchange Commission issued an order adjusting the dollar amount thresholds for clients of registered advisers to be “qualified clients” under rule 205-3 of the Investment Advisers Act of 1940, and thus permitted to pay a “perform
By: Joseph Fischetti, Peter Greene, Benjamin Kozinn On June 3, the United States Supreme Court decided Van Buren v. United States, a Computer Fraud and Abuse Act (CFAA) case with important implications for investment advisers and hedge funds that scrape web data as a source of research. The
By: Dennis Puri, Portfolio Manager, Hunt Lane Capital Technology stocks have been volatile of late due to macro-economic concerns and a not surprising pullback after a strong 2020. Certainly, there still exist pockets of hyper valuation that continue to settle. However, the retreat in stock pri
 
Private equity GPs, LPs alike working on diversity and inclusion From PIonline.com: Private equity general partners and limited partners are doing more to increase diversity in private markets, according to a report released Tuesday by the Institutional Limited Partners Association.
Private equity continues to lead fund closings From PIonline.com: Among private fund closings, private equity funds have led the pack starting in 2011, based on data collected by Pensions & Investments. During those years, private equity’s share has ranged from 56% to 72% of the total
Climate tech is hot, but VCs can’t forget about water From Crunch Base: “It is unequivocal that human influence has warmed the atmosphere, oceans, and land.” These fiery words come from the latest landmark U.N. report detailing intensifying, universal climate change impacts. They cover
H.I.G. closes first European buyout fund at $2.4bn From PIonline.com: H.I.G. Capital closed its first European middle-market buyout fund, the H.I.G. Europe Middle Market LBO Fund, at €2 billion ($2.4 billion), a news release shows. The fund targets middle-market companies prim
From Bloomberg: The meeting started with a thank-you. President-elect Donald Trump was planted at a long table on the 25th floor of his Manhattan tower. Trump sat dead center, per custom, and, also per custom, looked deeply satisfied with himself. He was joined by his usual coterie of lackeys
Featuring : Jasper Capital: How quants outperform and generate Alpha in China’s retail driven equity market.

Jasper Capital is one of China’s longest established quantitative investment managers employing a disciplined quantitative research and investment framework which aims to deliver significant excess returns in China’s retail…» Watch the video
Opalesque Round Table
document.write(“Since 2019, The Bahamas is the global leader in e-money when it launched its "sand dollar" – a digital version of the Bahamas Dollar andcontrolled by the central bank – effectively beating China's "digital renminbi" by six months. PricewaterhouseCoopers (PwC) has given theSand Dollar the highest ranking – above even China's digital yuan – in a report ranking Central Bank digital currencies.Why The Bahamas?But this stunning feat wasn't just a PR ga…”);
document.write(“Opalesque Roundup: August gains bring YTD hedge fund industry return to +9.53%: hedge fund news, week 37”)
» More

Currently: Long Looking to: Sell @ 2,670

As of 3/21/21 @ 7:58pm EST: 2,278.80

LAST WEEK: We suggested buying between 2,275 and 2,300 with an upside target of 2,670.

UPDATE: Small caps had a tough day Thursday along with the rest of the equity space.

However, we believe they may have set a short-term bottom that day and that they could be on their way to new highs near 2,670.

Buy between 2,250 and 2,300 and hold for a move up to 2,670.


Currently: Long Looking to: Sell @ 2,670

As of 3/21/21 @ 7:58pm EST: 2,278.80

LAST WEEK: We suggested buying between 2,275 and 2,300 with an upside target of 2,670.

UPDATE: Small caps had a tough day Thursday along with the rest of the equity space.

However, we believe they may have set a short-term bottom that day and that they could be on their way to new highs near 2,670.

Buy between 2,250 and 2,300 and hold for a move up to 2,670.

source

Leave a Comment

Your email address will not be published. Required fields are marked *