SANDSTONE'S experienced team, and unique reporting aligns your Foundations mission, goals and granting priorities with investment objectives, maximising both capital and grants.
IDEAS TO REALITY
So, you have noticed a social need that has not been met and have decided to begin a charitable Foundation. Alternatively, you have an existing Foundation and would like an experienced team managing your investment strategies and reporting. These ideas share one thing in common; they want to do good things.
Your idea is worthy, and we would like to support your Board and Investment Committee.
We understand the inherent challenges new and existing Foundations face. By working closely with our Foundation clients, applying our philanthropic experience, and providing investment solutions with clear, salient reporting, we build a unique approach to successfully position your Foundations mission and goals.
We start from wherever you are - at the beginning when you need things like mandate clarification, or down the line when you want more members involved.
BUILDING TOWARD SUCCESS
Innovative knowledge and existing experience allow our team to screen new Foundation possibilities with a thorough round of questions, facilitating a path to success.
Of course, we assist in answering all questions. SANDSTONES goal is to make your charitable idea a reality and build on it to ensure a successful deployment. Our questions outline Board responsibilities, including knowing where the Foundation will place charitable donations and how everything will stay legal and organised under the Boards management and SANDSTONES guidance.
The questions you and your SANDSTONE team review and answer together effectively cement your Foundations mission, goals and success.
- Examples of Foundation building questions here. -
We make annual decisions easier with dynamic reporting and a unique Capital Maintenance Index. A CMI provides clear and salient points, making Foundation progress easy to monitor and understand.
A dynamic report including a CMI is built with the target return, including associated bands, so Foundation Board members can form judgements about investment and granting decisions.
Establishing return and clearly tracking progress with a CMI, instills confidence in a Foundations Board, providing increased focus on grant allocation and charitable efforts.
- CMI details and example chart here. -
YOUR POLICY STATEMENT
Before making any decisions, we require clients to participate in a variety of discussions, interviews and exploratory exercises which allow both parties to determine the suitability of fit. At this stage, we present your Policy Statement which summarises our discussions and our understanding of both your investment and personal requirements along with service requirement and cost. We will refer to this Policy throughout the process of managing the portfolio, ensuring that we provide suitable advice and management.
Your Policy covers the guidelines we will use for the actual construction of your portfolio, including quality issues, allowable ranges in the various asset classes, as well as guidelines outlining probabilities on rates of return.
In structuring your Portfolio, we will use a sophisticated and personal approach to the allocation process. We combine an optimisation process with your objectives and preferences to devise a comprehensive guideline to achieve your capital preservation and growth goals.
Our investment approach is a marriage of leading-edge technology and time-tested, traditional portfolio management principles. As a majority of your investment performance is directly dependent on asset allocation - both geographical and sectoral - our overall micro and macro strategic focus starts here.
- Independent research process
- Strategic asset allocation, correlation and rebalancing
- Ongoing informative Investment Insights / Portfolio Strategist
- How to properly structure your portfolio and meet your objectives
STARTING OUR CONVERSATION
It all starts with a conversation about your charitable goals. Reach out to our team, and we will have a conversation that will build your confidence and put your Foundation on the path to success.
We have the tools, aptitude, experience and desire to provide solutions and create opportunities for your Foundations unique ambitions.
- Please contact us to start your conversation and obtain further information. -