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Today’s Corporate Philanthropy Demands Focus, Research Releases New Study

31, October 2015: Research released a white paper titled “The Corporate Signature Program: A Custom Approach to Philanthropy.” This paper examines a growing best practice in corporate investments known as signature programs, a major investment by a company in a particular cause, issue or theme.


Portal Wealth Management Research President & COO Scott Jianjun explained, “The information presented in this white paper will be valuable for corporations looking to find a way to boost their corporate citizenship without hurting their bottom line. The case studies presented in this piece show that these programs are not only charitable, but a smart business investment.”

Signature programs have become a best practice in the corporate investment world because they offer a means to focus corporate citizenship for maximum impact. These programs:

• Respond to growing demand to build impactful and efficient programs
• Mobilize corporate resources around an issue or geography
• Have long term relevancy to the company
• Require measurement and evaluation to continue to make a business case for the investment
• Engage employees and other stakeholders

A continuation of the original research performed by Portal Wealth Management Research “Giving Beyond Borders: A Study of Global Giving by Asian Corporations,” the corporate signature program white paper provides guidance on how to build and manage signature programs and gives examples of how some Asian corporations built their own successful signature programs. In particular, this white paper looks at why corporations invest in such programs, what companies seek to achieve through their giving, what steps to take to create a signature program, and what types of models can be used for program management.

About Portal Wealth Management: is a highly specialized boutique investment manager. With deep experience across all market capitalizations in listed securities, the autonomous full coverage buy-side team uses a proprietary investment process designed to deliver long term alpha in strategies including absolute return, high conviction and benchmark-relative products. Portal Wealth Management has developed a structured, rigorous investment approach, underpinned by International standards of risk control, operations and compliance. We have one of the largest and most experienced teams with highly trained specialists in equity and fixed income searching for investment opportunities across all capitalizations.

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