Charity Investment

Good practice, case studies, expert advice and tips for charity finance professionals on investment management for charities.

Kate Rogers: I beat the 'Brump' with a raft of new developments

Kate Rogers: I beat the 'Brump' with a raft of new developments

Three 'shiny new charity investment policies' are highlighted by our columnist

Investment Focus: Why property remains a good match for charities

Investment Focus: Why property remains a good match for charities

Liam Kay finds that there are strong signs in this market, especially in pooled funds

Investment Focus: A roller-coaster ride for the markets

Investment Focus: A roller-coaster ride for the markets

The investment market currently offers high returns - and widespread volatility. Mathew Little reports.

Alastair Graham: Raising funds through social investment

Alastair Graham: Raising funds through social investment

The director of Golden Lane Housing explains how it became the first charity to use the new Retail Charity Bonds platform, raising £11m

Kate Rogers: Behind the better GDP lies a bleaker future for many

Kate Rogers: Behind the better GDP lies a bleaker future for many

An economic recovery that has seen increases in asset values coupled with rising inequality does not make for a healthy, functioning society, writes our columnist

Rodney Schwartz: A toast to three late role models for this sector

Rodney Schwartz: A toast to three late role models for this sector

The late Stephen Lloyd shared his qualities of determination and commitment to the cause with others who have made a difference in the world of social enterprise, writes our columnist

Kate Rogers: The picture is dull now - but fortune may favour the brave

Kate Rogers: The picture is dull now - but fortune may favour the brave

Economic recovery is meeting expectations; however, there is a lot going on under the surface, writes our columnist

Sowing the seeds: agricultural investment and charities

Sowing the seeds: agricultural investment and charities

The Wellcome Trust's recent acquisition of the Co-operative Group's farm business shows that this type of investment can be lucrative, writes agriculture and estates lawyer Nichola Ross

Rodney Schwartz: How mainstream investors react to talk of social impact

Rodney Schwartz: How mainstream investors react to talk of social impact

The notion that a fund might deliver social returns can lead to suspicion about its financial performance - so sometimes it pays to keep quiet about them, writes our columnist

Kate Rogers: A sensible list of aspirations from the Wellcome Trust

Kate Rogers: A sensible list of aspirations from the Wellcome Trust

Those who look after charity investment pots must watch out for risks, diversify and avoid getting caught out with cash flow

Responsible investment: three steps for trustees

Responsible investment: three steps for trustees

High-profile examples of charities such as Comic Relief (pictured) investing in products that conflict with their aims might have caused sleepless nights for trustees, but investments can also be a force for good, write Howard Pearce and David Russell

Total return investment for permanently endowed charities

Total return investment for permanently endowed charities

Robert Boddington explains the new rules on spending capital gains and outlines the main considerations for trustees deciding whether to adopt a total return approach

Have emerging markets lost their attraction?

Have emerging markets lost their attraction?

Both Russia and China have experienced rapid economic growth compared with their western rivals, but economic and political difficulties might have dampened their allure. Edward Lander reports

Do common investment funds have a future?

Do common investment funds have a future?

Newton and the Charities Aid Foundation are among those that have recently decided to close their CIFs. Edward Lander looks at the pros and cons of this special financial vehicle

The ethical minefield of investment funds

The ethical minefield of investment funds

Revelations by the BBC's Panorama programme last year once more raised the issue of investments that appear to run counter to a charity's objects. Patrick McCurry assesses the latest thinking

Interview: John Harrison

Interview: John Harrison

The professor at Cass Business School says charities tend to be conservative investors and thus reap lower returns

That perennial question: is it better to spend or to save?

That perennial question: is it better to spend or to save?

Taking more out of investments in good times is a good idea - but only if you take less out in more difficult market environments, writes Kate Rogers

Renewable energy might revive charities' portfolios

Renewable energy might revive charities' portfolios

The UK has made a commitment to increase the proportion of energy it uses from renewable sources - so could wind farms and solar plantations offer an attractive investment option?

Things to consider when choosing your investment adviser

Things to consider when choosing your investment adviser

Charities should be clear on when they might need funds to be made available and the amount of risk they can afford, writes Peter Gotham

Keep a close eye on the fat, drunk, drugged elephant

Keep a close eye on the fat, drunk, drugged elephant

We do not know how the economy and markets will cope with the removal of quantitative easing and what the aftershocks might be, writes Kate Rogers

Investors' motivations are not what you might expect

Investors' motivations are not what you might expect

Social impact can be just as important as the bottom line, says the chief executive of ClearlySo, which helps social entrepreneurs raise capital

Keeping an eye on change in the investment climate

Keeping an eye on change in the investment climate

Equities and property will remain good investments for the foreseeable future, says John Hildebrand, an investment manager at Investec Wealth & Investment

Social investment should break through this year

Social investment should break through this year

There has been some progress in making social investment less London-centric, writes Nick Temple

Elizabeth Balgobin: Boards should be careful of deals involving property

Elizabeth Balgobin: Boards should be careful of deals involving property

I have become wary and I do look gift horses in the mouth, writes our columnist

So how has the investment world fared in my year off?

So how has the investment world fared in my year off?

Kate Rogers looks at how the sector has changed in her year of maternity leave

Three consultations that we'd be wise not to ignore

Three consultations that we'd be wise not to ignore

Charity investors should heed regulatory consultations, writes Kate Rogers

The Sorp Revision: Investments

The Sorp Revision: Investments

By finance expert Don Bawtree

Time to weigh the merits of investment in property

Time to weigh the merits of investment in property

With bond prices falling, this could be the time for property, writes John Hildebrand

Interview: John Kay

Interview: John Kay

The respected economist and author says charities should look for fund managers who keep fees low, make few transactions and focus on the long term

Should your charity take a total-return approach?

Should your charity take a total-return approach?

The Charity Commission has launched a consultation on proposed changes to the rules on the investment strategies of permanently endowed trusts. Mathew Little reports