If your charity has more than one investment manager or has a variety of assets to account for and you need a complete picture, we can provide this for you. We collect data to provide you with a quarterly report and graphs to identify performance, show your asset allocation, risks and a complete overlay of where your assets sit within your overall investment policy.
We were approached by a significant grant-making foundation who was struggling to get a view of their overall assets. The organisation had three separate fund managers, investing to a range of assets, from cash to public and private equities.
An existing investment manager was coordinating this work but one of the Foundation's other managers was reluctant to share their intellectual property with a competitor and suggested Yoke would be suitable to carry out this work as we are independent of all investment firms. We spent time to bespoke the quarterly report for the Foundation's Investment Committee and Trustee board.
We now supply graphic consolidated analysis on performance, manager attribution, geographic and sector exposures, risk and return, income and liquidity profiles.