Consolidated Reporting

If your charity has multiple investments or more than one manager, getting the whole story can be difficult. 

Information comes in different formats, across different platforms, so comparing performance, risk and costs can be time-consuming and complex.

But the good news is that it doesn’t have to be. At Charity Intelligence, we: 

• Bring all your investment information together into one clear, independent Consolidated Report;

• It means your leadership team and board can spot trends, differences between managers, and check your portfolio remains aligned with your objectives and risk profile; and 

• You can see the whole picture and make more informed investment decisions, from as little as £500 + VAT.

Get in touch to find out more.