Not-For-Profit Investors

Effective management of investment portfolios for not-for-profit organisations requires a unique strategy which PPM has been using to assist not-for-profit organisations since 1995.

Our approach is to combine our long-term thematic investment style with a tailored investment management solution specifically for not-for-profit organisations delivered by committed portfolio managers.

PPM understands the requirements of Boards for income generation and capital preservation and the need for compliance with prudent person rules, risk levels, and ethical or compliance considerations. Our portfolio managers build individual portfolios based on their understanding of each organisation's specific needs.

Maximising income via tax benefits available to charities, universities/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.

Providing a trustworthy and transparent service is our main objective with individual ownership of underlying holdings through an IMA structure allowing full disclosure of the assets within each portfolio.

Our portfolio managers are in an excellent position to support the investment activities of not-for profit organisations through:

  • Regular comprehensive reporting, including performance, franking, transactions, and portfolio commentary.
  • A transparent structure and approach to fulfil mandate requirements.
  • Working collaboratively with the organisation's board and management.
  • A strong focus on both capital preservation and investment performance.
  • Flexible custody arrangements of the organisation's choice.
  • Access to a private portfolio manager dedicated to each investor.
  • Attendance at investment committee meetings.
  • Assistance with investment policy statements and ESG Issues.

We would be delighted to have the opportunity to explain our investment philosophy and process in more detail.