Before we start with the (durable) management of your charitable or institutional assets, we will first take a look at the possibilities. And we will review the influence of your requirements and wishes on the long-term development of the assets in your care. Our financial planners will provide a clear picture – always in concert with you and your management.
We will formulate a well-balanced investment policy. In this, you will find the long-term consequences of your requirements and wishes in terms of finances, based on a scenario analysis. And an analysis of the asset strategy on the one hand, and the payment strategy on the other hand.
Based on this tailor-made financial plan, you and your management can make well-founded decisions about investments and future expenses. We will register these decisions in a client risk profile. Every foundation wants to invest in a different way. That is why we establish in what your foundation can or cannot invest and what the minimum quality of an investment should be in an investment charter. Are you missing an investment charter of your own? We can help you set one up.
The exact set-up of your investment portfolio varies per foundation or association. We focus on durable investments, to highlight the social responsibility of your foundation or association. Naturally speaking, we will fine-tune the set-up with you first.
We base our advice on an extensive range of attractive global investment tools. This way, the set-up of the investment portfolio of your foundation or association is not limited to just in-house funds, index products or shares on the Dutch Stock Exchange. Our advice is to select passive investment as the foundation for your portfolio. This will result in a better portfolio distribution, at low costs.
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