Investments under Management
Summary
The top 5,000 charities hold over £60 billion of
investments and in the last year alone charities
spent over £190 million on the management of
their investment portfolios.
Insight Investments
under Management identifies the type and value
of charities investments to give a refined and
targeted approach to any marketing strategy.
Professional advantage
- Identify charities that will directly benefit from your products and services
- Measure market penetration and subsequently profile potential clients to increase your market share
- Understand and gain insight to the charity audit marketplace to facilitate the planning or manipulation of your marketing strategy
Data segmentation
Contact information
- 5,000 records
- Charity name and address
- Telephone and fax numbers
- Web address
- Activities
Investments data
- Listed investments
- Unlisted investments
- Investment property
- Other investments
- Cash fixed assets
- Programme related investments
- Current asset investments
- Cash in bank
- Investment management costs
- Dividend income
- Named investment manager
