+1 289 514 1723  info@brunswickfunds.org

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who we work with
Charities and foundations
The requirements of Charities and Foundations are as different as the goals and purposes they serve. Brunswick Funds acknowledges those differences with its four-part approach to delivering asset management assistance that addresses the financing and liquidity needs of our charity and foundation clients:
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  • We conduct an in-depth analysis of the charity’s or foundation’s current financial position, objectives, and risk tolerance as expressed in its written investment policy​ or foundation documents
  • We recommend an appropriate strategic leveraging and liquidity plan
  • We review assets for the hidden value hidden through business cycles and develop mechanisms to fully realize that value
  • We directly monitor the performance of strategic transactions, including recommending new strategies as the charity’s financial circumstances or legislation affecting the charity might change
Experience

Our services provide a tailored strategic solution capable of meeting a broad range of objectives including those looking to protect against inflation while generating regular income

Our in-house and independent consultants have years of experience in working with charities. We are also known as a top choice for a range of sector umbrella organisations that seek to research and promote best practices in charity investment transactions.

We maintain a consistent position that companies will enhance their long-term performance by factoring environmental, social, and governance (ESG) issues into their business models. Twenty-first-century considerations have made ESG legitimacy and credibility important indicators of corporate performance. Our services for charities and foundations incorporate an awareness of ESG issues. With that awareness, Brunswick Funds brings an improved ability for charities and foundations to reduce exposure to risks and liabilities that could arise from ESG factors.

Contacts

 45 Sheppard Ave E Suite

#900 North York, Ontario M2N 5W9

 +1 289 514 1723

 info@brunswickfunds.org