Overview
How We Operate
- Connecting values and aspirations of the investor with practical guidelines for how to manage the investments
- Not a “form-filling” exercise, instead a probing and engaging process for an “end-to-end” service
Draw out core values and aspirations of the investor
Involves iterative discussion with constructive feedback and dialogue
Interpretation and translation into a practical set of guidelines for how to manage the investments (the “Plan”)
- Aim to establish broad commitment to the Plan among the investor (stakeholders) and everyone else associated with looking after the investments (e.g. Trustees, accountants, lawyers, advisors, etc.)
- Key outcomes of the consultation process:
Cohesion
Collective buy-in, a sense of ownership of the strategy
A sensible and practical set of operating parameters documented for everyone’s reference
Flow Chart
