Not for Profit Expertise

Providence believes the best portfolio outcomes are achieved when a clear understanding of the objectives is attained, but as important to these objectives are the drivers behind them.

At Providence we work with your Foundation’s Investment Committee or Board to ensure we have a complete understanding of the objectives and requirements of the Corpus. Once we have a clear understanding of these parameters, we can work with your board to translate this into a robust Investment Policy encompassing: a statement of objectives, investment philosophy, structure and management, performance evaluation and monitoring and control.

Where you require assistance in reviewing or formulating an Investment Policy, we provide this service free of charge and have deep experience in working with foundations in this capacity. The process of working with you to develop your Investment Policy can be highly beneficial in constructing a deep understanding of implicit and explicit hurdles and desired outcomes.

We ensure that your investment policy is grounded on a robust strategic allocation framework, tempered by the reality of current market conditions. We review data and models from a range of industry experts and bring this unbiased perspective to our discussions with you.

Feedback from Family Conferences participants:

This had an immediate result in the way we respect and talk to one another. As we did this with our extended families the same goes for all who took part in this. As a result I feel so much more comfortable in who I am, who my family is, and where we are all heading.

Our family is quite a diverse group, so at the very least it was great to get some insight into how we might all get the best out of each other through adjusting our communication styles.”

The DNA program really gave me lots to think about in terms of how my experience, personality and passion might fit together for both my career and my life-path.

There is no doubt in my mind that this has been a worthwhile exercise for the entire family. At the very least, it has enabled a much better understanding of one another, and has introduced valuable techniques for communicating, not just with one another, but out there in the big wide world.

For anyone considering doing the DNA behaviour assessment I would not only recommend it but I would say this is one of those things that are not negotiable. It is a must. The results speak for themselves.

…on behalf of the whole family a bid thank you for bringing this to us in the first place.

We as a family have enormous respect for you, and this cements an ongoing strong relationship with Providence.

Our seven (children) have all commented on your level of care towards our family. I really don’t know how I am going to thank you for what you did for our family.

Thank you for your insight and ideas, your commitment, dedication and patience, your care, kindness and friendship during the whole experience.

Not for Profit Expertise

Providence believes the best portfolio outcomes are achieved when a clear understanding of the objectives is attained, but as important to these objectives are the drivers behind them.

Feedback from Family Conferences participants:

Sydney

Melbourne

Adelaide