Charitable Investment Services

Effective management of investment portfolios for charitable and philanthropic organisations requires a unique strategy PPM has provided the not-for-profit sector since 1997.

Our approach is to combine our long-term thematic investment style with tailored investment management specifically for not-for-profit organisations. Requirements for income generation, risk appetite, and ethical or compliance considerations are used to build a portfolio for the organisation's specific needs.

Maximising the tax benefits available to charities, schools, foundations, and Private Ancillary Funds (PAFs) is a key component in our management.  To do this we adopt a preferential treatment of franked dividends over other forms of return and actively participate in advantageous corporate actions, including share buy-backs.

The individual ownership of underlying holdings through an IMA structure allows us to tailor our approach for not-for-profits who receive the full benefits of franking credits in a clear and transparent manner.

We also support the investment activities of not-for-profits through:

• Regular comprehensive reporting, including performance, franking, transactions, and portfolio commentary.
• A transparent structure and approach to fulfill oversight requirements.
• Working collaboratively with the organisation's advisors and other service providers.
• A strong focus on both capital preservation and investment performance.
• Flexible custody arrangements of the organisation's choice.
• Access to a private fund manager dedicated to each investor.
• Attendance at investment committee meetings.