Additional Services

Additional Services

We are experienced in advising charities and trusts and are happy to assist with the various investment issues that they face, including the following:

  • Appropriate spending rates (assessed via our probability analysis)
  • Sustainable spending rules for charities and permanent endowments, including computer modelling of the implications of different rules for the variability of spending and investment returns
  • Investment policy statements

In addition to these services, we aim to provide specific, research-based advice on any investment issue that is of concern to trustees.