Educational Endowment

Our work with this educational institution has delivered above-average returns every year. We have worked with this client since the 1930s, and were reappointed by formal competitive tender in 2010. We manage their UK-wide commercial property investment portfolio, together with a small commercial and residential ground lease portfolio in London. The objective of their strategy is to provide income to fund their research work, so maintaining and growing a sustainable income profile, whilst minimising risk, is key to this client.

We are proud to provide our client with a comprehensive investment management service across the entire portfolio, combining a blend of research-led strategic portfolio planning with stock selection and active asset management. We also provide all ancillary services involved in managing the portfolio. Our work means that their portfolio has consistently outperformed MSCI indices over 1, 3 and 5 years.

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