Case Study

Improving Investment Performance for Not for Profit

Background

A Not for Profit had a diversified investment portfolio and was very reliant on the return from the portfolio for the funding of its key service offerings.

The Rufus Partnership (TRP) was engaged to review the portfolio and select investment managers who understood the Not for Profit sector and the income and growth requirements of the Not for Profit and who could also assist with Philantropic advice.

Client Issues

  • Maximising Income
  • Risk Management
  • Governance

Strategy

TRP in conjunction with senior financial management drew up a matrix of 8 key criteria to rate Investment Managers on.

Request for proposal was sent to 6 Investment Managers.

Proposals were rated on key criteria and the top 2 scoring parties were allocated the funds to manage.

Outcomes

  • The fees paid to Investment Managers have decreased by in excess of 40%.
  • The portfolios are performing to agreed KPIs.
  • Reporting completeness and timelines have improved dramatically.
  • Investment managers are providing philanthropic opportunities for the Not for Profit.
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