How much can charities spend from their investment portfolios?
A simple question, easy to answer.
Free Advice - resist change!
It is solely up to trustees of charity funds to resist the siren call of ‘my firm is better than yours’.
What is a CIO and do I need one?
Beware the additional costs of outsourced investment services.
Beware the experts
We are pleased that the Charity Commission finally published their updated guidance on investment (CC14)
The problem with numbers
Numbers are not too difficult and having financial confidence is the hallmark of a successful charity.
The Emperor’s new clothes
Helping charities with investments is more than choosing the correct assets or manager.
Brevity is the soul of wit
How clever people can express intelligent things using very few words.
The democratisation of private assets
Not all private assets are equal. Please tread with care.
Does what matters get measured?
Are you measuring your investments? If so by what measure and is it correct for your charity?