The Alpha Family consists of two multi-asset class funds that have been designed to take account of changes in charity law, changes in the investment environment and the knowledge that attractive investment returns are harder to come by.

However, a successful investment strategy is more than one that simply delivers good investment performance. It is important that trustees are able to see the risks that are being taken on their behalf: high levels of reporting should be expected as standard.

The Alpha Common Investment Funds also recognise that social and environmental responsibility are increasingly important and sensitive issues for charities.

Three areas set The Alpha Common Investment Funds apart from the majority of other pooled investment funds:

•  Reporting: award winning reporting and strategic advice, a bespoke website and the development of electronic reporting and an on-line “e-community”

•  Socially Responsible Investment Policy: a clearly defined policy and unique “Sustainable Audit”

•  Corporate Governance: a pro-active approach to investment