Legal Clarity for Charities as Responsible Investors
A landmark High Court ruling allowing trustees to prioritise climate change mitigation over financial returns in investments.
Inflation Issues
Financial press is constantly talking about inflation. Here are some simple factors for charities to consider.
Does a charity need a charity investment manager?
We are often asked if a charity needs to employ a specialist charity investment firm.
Revenge tourism, safety, and the spectre of inflation
Now is the time when you want to have as much money as possible available to spend supporting people who might only dream of revenge tourism
The hidden costs of investment
The investment management industry is becoming less profitable, but it doesn’t mean fees are going down
No one has ever become poor by giving
A few observations of charities during the extraordinary year that was 2020
Selling the family silver
What good are reserves if you never use them when you need them?
Maximizing impact
If impact lies in delivering benefit to beneficiaries, there are more impediments than simply not aligning money and mission.
Life after lockdown
Financial deficits are perfectly acceptable in charities so long as they are not structural
Short of investment income? Some suggestions
Now is a good time to use all those years of excess capital gains and to keep spending through this hiatus