Peregrine & Black Investment Management.
Charity Investments
Individual investment management.
Peregrine & Black investment management builds their service around each charity’s investment objectives. Each account has a dedicated director-level contact at PBIM who has the responsibility to oversee the relationship and to ensure a consistently high level of service.
Many of the charities PBIM have worked with over the years have a rich diverse history which we want to preserve and support through our involvement.
Portfolios are constructed using a wide variety of investment instruments drawn from across the marketplace. Our dedicated investment managers monitor portfolios, making strategic and tactical asset allocation changes where necessary to ensure they are best positioned to meet our clients’ requirements.
We are committed to keeping our charity partners fully informed throughout the life of the portfolio. Therefore, our service provides; regular face-to-face meetings with the lead investment manager which covers the portfolio performance, economic and market outlook, individual investment background and transactions over the period.
PBIM has a pure investment culture and expertise with access to the best independent analysts covering economic and all asset classes. The robust investment process which is a multi-asset approach through open-architecture creates actively managed portfolios from a wide range of financial instruments, which we believe will deliver on our clients’ investment objectives. PBIM is a performance-driven business seeking to deliver strong and consistent long-term investment outperformance for our clients without exposing them to undue risk.
When setting and monitoring strategy we utilise our full set of research capabilities to assess a variety of economic and individual factors, with the aim of adjusting portfolios in the right way, at the right time, to accommodate changing market conditions or evolving client requirements.
Within PBIM we have the expertise to offer clients the option of utilising environmental, social and governance (ESG) investment opportunities which may be a criteria of the charity’s investment objectives. Our approach in this area of investing is to meet the needs of today without compromising the ability to meet those of tomorrow. This involves ethical screening of investments across the spectrum in line with each charities wishes.