Charity Investment

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

Seb Elsworth: Project or organisations first?

Wednesday, 12 Feb 2020

Everyone would benefit if foundations were clearer about whether they wanted to fund specific projects or support the development of organisations

Seb Elsworth: Welcome to the third decade of social investment

Wednesday, 08 Jan 2020

Changes are needed if social investment is to prosper in the next 10 years

Seb Elsworth: A positive state in the social enterprise sector - for now

Wednesday, 11 Dec 2019

There are a lot of lessons from Social Enterprise UK's latest State of Social Enterprise report about how organisations access finance

Could social investment be the answer to your funding crisis?

Wednesday, 20 Nov 2019

Only 4,000 or so charities and social enterprises have accessed social investment, but the experts claim there is much more money to be had. Andy Ricketts reports

Seb Elsworth: Lessons from the first four years of Access - part two

Wednesday, 13 Nov 2019

Access is approaching the halfway point in its 10-year lifespan. In this second of a two-part series, its chief executive reflects on some of the lessons the foundation is learning

Kate Rogers: Global tensions do not necessarily mean avoiding riskier investments

Wednesday, 06 Nov 2019

The election of Donald Trump has increased uncertainty in the financial markets, but charities should consider carefully before moving their money

Kate Rogers: Data can be useful, but it must be tamed first

Wednesday, 16 Oct 2019

Investment managers rely on data, but inherent flaws have to be ironed out

Seb Elsworth: Lessons from the first four years of Access, part one

Wednesday, 09 Oct 2019

Access is approaching the halfway point in its ten-year life. In this first of a two-part series, chief executive Seb Elsworth reflects on some of the lessons the foundation is learning