Creating investment solutions for charities since 2005.
Based in London, Queensdale Investment Consultancy, specialises in investment consultancy for charity clients. Whether you’re looking for help with a fund manager pitch process, your Investment Policy statement (IPS), or designing a long-term strategic asset allocation, we provide independent, conflict-free guidance tailored to your mission and governance. We support trustees with robust manager searches and pitch processes; drafting and refreshing IPS and spending policies; integrating responsible investment and sustainability goals; and setting clear risk/return objectives. From governance workshops and tender management to ongoing performance monitoring, cost and risk analysis, and transparent reporting, we’re a steady partner—so you can focus resources where they matter most: your beneficiaries.
Areas of Practice
We provide Trustees with a disciplined framework for monitoring investment managers, ensuring performance is assessed against appropriate and clearly defined benchmarks. Our process incorporates using detailed attribution analysis to identify the true drivers of return and risk, enabling Trustees to ask incisive questions and hold managers to rigorous account. We review not only quantitative results but also qualitative factors such as consistency of investment approach, portfolio positioning, and adherence to mandate objectives. Through using transparent reporting and structured dialogue, we help Trustees maintain oversight, reinforce governance, and ensure that appointed managers continue to deliver value aligned with the charity’s long-term goals..
Investment Policy Statement
We assist Trustees in developing clear, purpose-driven Investment Policy Statements that reflect their charity’s objectives, time horizon, and ethical values. Our approach helps Trustees articulate a coherent framework for decision-making — setting out risk appetite, income requirements, liquidity needs, and ESG considerations. By aligning investment strategy with the charity’s mission and regulatory responsibilities, we ensure that Trustees have a robust, defensible policy that provides both governance clarity and long-term direction.
Asset Allocation
We work closely with Trustees to design asset allocation strategies that are clearly aligned with their charity’s return objectives, income requirements, and long-term financial goals. Our approach recognises that each organisation’s circumstances are unique — balancing the need for sustainable returns with an appropriate level of risk. We assess factors such as time horizon, cash flow demands, and capital preservation to create a diversified portfolio structure that reduces volatility while maintaining growth potential. By combining disciplined analysis with practical insight, we help Trustees establish an asset allocation framework that supports stability, resilience, and confidence in achieving their mission.
Manager Tender Process
Manager Monitoring
We guide Trustees through a structured and transparent investment manager tender process designed to secure the most suitable partners for their objectives. We begin by defining the charity’s investment requirements, including return expectations, income needs, risk tolerance, and time horizon. From there, we identify, assess, and compare prospective managers using clear, evidence-based criteria — evaluating factors such as investment philosophy, performance consistency, cost efficiency, and alignment with ESG principles. Our independent and objective approach ensures that Trustees can make well-informed decisions, supported by rigorous analysis and comprehensive documentation, resulting in a selection that enhances governance and long-term investment outcomes.
“Long-term charitable investment is an act of stewardship — balancing the needs of today with the responsibilities of tomorrow. By embedding ESG factors into strategy, charities can generate lasting financial and societal value.”
Get in Touch
Please do get in touch to discuss you charity’s needs.