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Charity Investment

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

Investment illlustration

Putting your money where your mission is

Ethical investment has grown enormously in recent years and is now central to many charities' policies - but some large ones believe it will damage their financial returns. David Ainsworth examines the state of play

 
 
James Perry

Interview: James Perry

The head of Panahpur tells David Ainsworth it wants to commit all its resources to social finance

 
 
Investment: New advice is more permissive

New guidance allows for broader strategies

An update to guidance for charities on investment has introduced advice to protect them from the risks of the current economic crisis - but also relaxes the rules on social investment. Mathew Little reports

 
 
Dawn Austwick

Case study: A change of strategy for the long haul

The volatile market has led the Esmee Fairbairn Foundation to rethink its investment strategy. Andy Hillier finds out where it is now placing its money

 
 
James Brooke-Turner, finance director of the Nuffield Foundation,

Long view pays dividends

James Brooke Turner of the Nuffield Foundation says charities should set a strategy and stick to it

 
 
Maximising investments

Squeezing the most out of your money

With interest rates historically low and inflation relatively high, it is a struggle for many charities to maximise their income. As part of our Third Sector Extra on investment, Patrick McCurry reports on how organisations can make their assets work...

 
 
Bewick's swans: Wildfowl & Wetlands Trust icons

Should committees take the decisions?

Setting up a specialist sub-committee to handle a charity's investments can take the pressure off trustees with limited financial knowledge. But what are the risks of excluding most of the board from the process?

 
 
New York Stock Exchance: US charities have recently become more risk-averse

Time for a more aggressive approach?

Some UK charities are shifting their investment portfolios from cash to equities in the hunt for higher returns; so why are their counterparts across the Atlantic moving in the opposite direction?

 
 
Charity investment illustration

Finance: The weather's bad, but it could be worse

The value of charity investments fell by billions in 2008 but, as David Ainsworth reports, not everyone has been plunged into crisis

 
 
Projects funded by, left, Paul Hamlyn Foundation and Joseph Rowntree Charitable Trust

Charitable foundations find options squeezed

Recession is forcing foundations and trusts to re-examine their investments. John Plummer reports on the implications for grant-giving

 
 
Lucy MacDonald, chief investment officer for global equities, RCM UK and Jeremy Beckwith, chief investment officer, Kleinwort Benson

Home or away?

We asked two investment managers to make the case for investing abroad and for sticking within the UK

 
 

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Events

Barclays Social Enterprise Selection Day

  • Date: Mon 20 May 2013 - Mon 20 May 2013
  • Venue: Barclays Headquarters, 1 Churchill Place, Canary Wharf, London, UK E14 5HP

An introduction to the Social Value Act

  • Date: Tue 21 May 2013 - Tue 21 May 2013
  • Venue: The Public, West Bromwich

Corporate Partnerships and Fundraising Conference

  • Date: Wed 22 May 2013 - Wed 22 May 2013

Third Sector Insight