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Charity Investment
Good practice, case studies, expert advice and tips for charity finance professionals on investment management for charities.
Kate Rogers: Use the three Ps for your investment committees
Our columnist identifies common hallmarks of successful investment governance
Kate Rogers: Is there a 'right' level of investment? It depends
Mandatory payments may not necessarily be the best way to improve long-term social value, writes our columnist
Kate Rogers: Amid the turmoil, we must remain rational
Investing for the long term is still key in spite of recent political events, argues our columnist
Kate Rogers: Inclusive growth is vital in war against inequality
Our columnist asks how charities can, as asset owners and investors, promote equality and social cohesion
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
Liam Kay finds that there are strong signs in this market, especially in pooled funds
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
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
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
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
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
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
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
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
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
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?
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?
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
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
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?
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
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
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
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
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
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
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
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?
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
Charity investors should heed regulatory consultations, writes Kate Rogers
Charity Finance Skills Zone
Expert advice and tips on specialist areas of charity finance.
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