A
significant part of Sarasin & Partners’s reputation has
been built on providing consistently strong levels of service.
This has been recognised in a range of performance and service
awards and in the Annual Survey of Charitable, Educational,
Endowment and Other Funds by the Charity Fund Partnership.
The two funds will operate on a single price
basis, which allows a swift and cost efficient reallocation between the two
funds.
Each investor will receive a “see-through” report,
as if they owned a single segregated portfolio. This will be
the case whether the charity owns units in one or both of
the funds. The report has been designed to allow trustees
to swiftly pick out the key factors effecting their investments:
| • |
Asset Allocation |
• |
Performance and Attribution |
| • |
Geographical Distribution |
• |
Recent Activity |
| • |
Profile of Bond Holdings |
• |
Income Projections |
| • |
Thematic Equity Allocation |
• |
Market Commentary |
In addition, the Alpha Common Investment Funds will be supported
by the Alpha e-community.
This part of the website is the conduit through which registered
unit holders are able to access up-to-date valuations and
investment reports, and a wide range of charity centric
information including:
| • |
Alpha investment policy news alerts by email |
• |
Links to service providers to charities |
| • |
“Ask On Our Behalf” facility |
• |
SRI audit with analysis of investee companies |
| • |
Links to the web site of investee companies |
• |
Details of votes cast by the Alpha funds |
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