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?

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

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

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?

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

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

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

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

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

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

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

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

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