Every charity has its own financial objectives, investment requirements and, often, a distinct set of values that reflect its charitable purpose.

For investment managers, accommodating these differences is nothing new. The challenge is delivering genuinely tailored portfolios efficiently, particularly when managing multiple mandates with different restrictions, preferences and reporting requirements.

Traditionally, this can mean significant manual work across mandate definition, portfolio construction, ongoing management and client reporting.

Etcho brings these processes together, helping investment teams deliver greater personalisation without a corresponding increase in workload.

From individual objectives to tailored portfolios

A charity’s investment mandate might combine income requirements, long-term growth objectives and liquidity needs with specific restrictions around industries, companies or activities.

An environmental charity, for example, might want to minimise fossil fuel exposure, while a healthcare charity may wish to exclude tobacco-related businesses.

Etcho helps investment teams capture these individual requirements and translate them directly into tailored portfolios.

Working within the investment manager’s own investment philosophy and frameworks, Etcho connects individual mandates to portfolio construction, supported by detailed investment research and underlying holdings data.

This allows managers to deliver portfolios that reflect each charity’s requirements, without having to rebuild their investment process for every client.

Streamlining ongoing portfolio management

Constructing a tailored portfolio is only part of the challenge. Maintaining alignment as markets move, holdings change and client requirements evolve can create significant additional work.

Etcho connects individual mandates with ongoing portfolio monitoring and rebalancing, helping investment teams manage customised portfolios more efficiently.

Rather than relying on disconnected systems and manual processes, managers can streamline how portfolios are maintained within their agreed investment frameworks.

The result is greater capacity to deliver bespoke investment management across a larger number of charity clients.

Demonstrating alignment to trustees

For charity trustees, understanding how their investments reflect their organisation’s objectives is an important part of investment oversight.

Etcho enables investment managers to deliver personalised reporting that goes beyond standard portfolio performance, focusing on the specific objectives, restrictions and priorities that matter to each charity.

Rather than generic reports, trustees receive insights tailored to their individual mandate, helping them understand not just how their investments are performing, but how they align with their charity’s wider objectives.

With Ray, Etcho’s AI-powered assistant, investment teams can also explore underlying holdings and answer detailed questions about individual exposures and portfolio alignment, supporting more informed and meaningful conversations with trustees.

Delivering personalisation without the complexity

Charity investment management demands a high degree of individualisation, but that shouldn’t mean every additional mandate creates another layer of operational work.

By connecting mandate capture, portfolio construction, ongoing management and personalised reporting, Etcho helps investment managers streamline their processes while delivering portfolios tailored to each charity’s objectives.

Underpinned by deep investment research and data, Etcho gives investment teams the flexibility to deliver bespoke solutions at scale, while retaining control over their investment philosophy and decision-making.

Discover how Etcho can support your charity investment proposition at etcho.io.