Charity Investment

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

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

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

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

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

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

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

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

Seb Elsworth: How to build resilient revenue models for social enterprises

Seb Elsworth: How to build resilient revenue models for social enterprises

It can pay to go into broader detail about what works, at what scale and with what sort of profitability

Kate Rogers: The value of influence

Kate Rogers: The value of influence

The prominent role of social media influencers in society highlights the benefits of a well-connected investment manager

Seb Elsworth: No snake oil here - how social investors really work

Seb Elsworth: No snake oil here - how social investors really work

There are many misunderstandings among charities about what social investment entails. Here are a few myths that need busting

Seb Elsworth: The data shows a trend towards smaller social investment deals

Seb Elsworth: The data shows a trend towards smaller social investment deals

And an extensive range of case studies explain how such investment can help to grow earned income

Kate Rogers: The Brexit risks in the UK economy

Kate Rogers: The Brexit risks in the UK economy

Economic data appears positive at first, but there are worrying underlying threats from Brexit

Seb Elsworth: Championing equality and diversity through social investment

Seb Elsworth: Championing equality and diversity through social investment

Social investment can help equalities organisations, but has to do more to address diversity in the social investment sector

Nicola Steuer: Do social enterprises hold the answer to the sector's diversity problem?

Nicola Steuer: Do social enterprises hold the answer to the sector's diversity problem?

People from minority backgrounds and marginalised communities have been able to fill leadership roles in social enterprises far more easily than at charities

Kate Rogers: Investment can join the war on climate change

Kate Rogers: Investment can join the war on climate change

And here are three ways you can help

Seb Elsworth: Lessons from the Lloyds Bank Foundation

Seb Elsworth: Lessons from the Lloyds Bank Foundation

Trust and support are important parts of the relationship between funders and charities