We are in the fortunate position of having a significant permanent endowment fund invested via a discretionary investment manager. Following Charity Commission guidance (CC14) the trustees take advice from an independent financial adviser (IFA) to support us with monitoring and reviewing the investment fund performance against our investment objectives and agreed benchmarks.

Do others in similar circumstances use an IFA, an alternative professional or manage this in another way? I'd love to hear, and hopefully learn from, your experiences.

We are very happy with the performance of the investment fund manager and not looking to change the existing arrangement at this time