Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Could an allocation to Real Estate help Charities & Endowments adapt to the challenges & volatility in today’s investment market?
Following two years of poor capital performance for real estate, impacted by the sharp rise in interest rate...
Near Zero
In the film, Oppenheimer, the scientists discuss the possibility that the Trinity atomic test could destroy th...
Mid-Year Outlook 2025
Welcome to our 'Mid-Year Outlook 2025', the investment strategy update from Barclays Private Bank, which is al...
CCLA's first global modern slavery benchmark exposes corporate reliance on policy over practice
CCLA has launched its first global modern slavery benchmark pilot to evaluate how global companies combat mode...
London & Capital and Waverton Investment Management officially combine as W1M
London, 2 June 2025 -- London & Capital (“L&C”) and Waverton Investment Management (“Waverton”) o...
The case for active stewardship in a shifting landscape
As economic, environmental and geopolitical shocks continue to test global markets, the capability of companie...
Case study: Room for future improvement found amid the impeccable
BackgroundMilestones Trust supports adults with learning disabilities and mental health needs to live their be...
LGT - Is your charity at a financial tipping point?
The UK charity sector contains a very broad variety of charities, from small voluntary community groups to lar...
Annual Stewardship Report
We believe that investment has the power to grow and protect money in a way that benefits society.Furthermore,...
House Report - SECURITY: A NEW THEME SHAPING OUR INVESTMENT APPROACH
Q1 2025 began strongly but turned volatile as markets reacted to President Trump’s shift toward global tariffs...
Charities, trading subsidiaries and financial distress - what do you need to know?
What are the implications of insolvency in a trading subsidiary for a parent charity, and how can trading subs...
Trump tariffs and the morning after
What happened, what next, what should we do? Johnny Hughes, Head of Global Equity and Multi Asset Investment ...
Testing US exceptionalism? What markets have learned from Trump’s first 100 days
Considered an informal milestone, the first 100 days of a sitting US president have been closely watched – and...
Global Market Review – April 2025
Volatility and uncertainty continued to impact markets during April, as US trade policy, notably the fallout f...
Bean counters, maybe… but we make every bean count
The term ‘bean counter’ has followed Accountants around for years, and we like to think that most of us can ta...
Restricted Funds: The Gift That Keeps on Giving
Understanding restricted funds and endowments for charities Most donations to charities bequeathed in a will a...
Unlock your charity’s financial potential
With the new financial year now under way, it's time to ensure your charity's investments are working as hard ...
Prospects - The JM Finn Quarterly Periodical - Spring 2025
Download PROSPECTS_SPRING_2025_FINAL.pdf
Financial oversight for UK charities
Transparency is vital for charities when it comes to having, and also providing, financial data and informatio...
Offshore ambitions: China’s outsized role in decarbonising the world
In the Chinese zodiac, the snake is often seen as a symbol of transformation. As the Year of the Snake gets un...
Market Perspectives April 2025
Welcome to the April edition of Market Perspectives, the monthly investment strategy update from Barclays Priv...
How to succeed as a small charity trustee
Charity Digital explore the challenges facing trustees at small charities, the main skills the role requires, ...
Charity Investment Service Award
JM Finn wins Best Charity Investment Service at 2025 City of London Wealth Management Awards
Market Perspectives April 2025
In the latest Market Perspectives, Algernon Percy provides an overview of global bond and equity markets in Q1...
Global Market Review – March 2025
Worries that plagued US equity markets in February spread to other areas throughout March, as concerns intensi...
A civil society covenant – here we go again?
Reflections from our recent Charity Leadership Forums.The new Civil Society Covenant in its final form is anti...
Quilter Cheviot: Review for Charities
We are excited to share the first ‘Review for Charities’ for 2025, featuring a wealth of insights and expert...
London & Capital and Waverton Investment Management unite as W1M as the firm pursues ambitious growth beyond £21 billion AUM milestone
Following the merger of London & Capital (“L&C”) and Waverton Investment Management (“Waverton”) in Ju...
Case study: Investment in funding support yields 31x ROI
“Working with Clare has been hugely beneficial for Faith in Later Life. Her expertise, can-do approach, strate...
Leases - key points for charity tenants to consider
There are several considerations that charities must keep in mind when entering into a new lease as a tenant. ...
How small strategies can add up for charities in 2025
By Jonathan Orchard, Partner, Sayer Vincent It’s often easy to focus on negative headlines, and sometimes, it ...
Market Perspectives March 2025
Welcome to the March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
Global Market Review – February 2025
Amid a backdrop of weakening US economic sentiment, bond yields fell, and US equity markets sold off in Februa...
Government Publishes Supporting Regulations On Neonatal Care Leave And Pay
The Government has recently published supporting regulations on Neonatal Care Leave and Pay, a significant dev...
Supporting Employees Through Ramadan: A Guide for Employers
Ramadan will commence on the evening of Friday, 28 February, after the sighting of the crescent moon, and will...
E-Visas: The Transition to Digital Immigration
As the UK moves towards a fully digital immigration system, the introduction of e-Visas marks a significant sh...
Diversity, equity and inclusion: Opportunities despite the backlash
Pushback against diversity, equity and inclusion (DEI) initiatives has been simmering since 2023, culminating ...
Private markets: Going mainstream
Long the preserve of institutional investors, new fund structures have opened up the world of private markets ...
Financial sanctions guidance for charities
Receiving overseas donations? Working internationally? OFSI guidance for charities relating to their complianc...
Case study: Fundraising towards Net Zero
By Laura TreneerThe Church of England continues towards its 2030 net zero ambitions, not least through the nat...
How to get free tech for your charity
Charity Digital explore how organisations can access free tech, discounted tech, free tech consultations, free...
10 practical tips in setting up your charity’s reserves policy
As part of our Charity trustee insights hub, we have already established the importance of reserves and having...
Active vs Passive: Geese fly in gaggles, eagles fly alone
In October 2024, we hosted an in-person event where we discussed one of the most enduring debates in investmen...
Spring into action: rethink your cash assets today
With spring around the corner, is now a timely opportunity for UK charities to reassess their cash management ...
What could derail the Bank of England’s plans for 'gradual' rate cuts?
In an interview in the Financial Times in December, Bank of England (BoE) Governor Andrew Bailey offered a les...
How to hone your grant fundraising strategy – 5 lessons from the funders
By Sean TullyEarly in 2021, Action Planning helped a national charity to rethink its grants strategy. The clie...
Cash and treasury management - time to review your strategy?
Significant rises in global interest rates over the last year have had a large impact on investment and cash m...
New Year, New Financial Goals – Where to Start?
The start of a new year brings fresh opportunities to reflect, plan, and set your Charity up for financial su...
Global Market Review – January 2025
Higher-than-expected corporate earnings revisions helped drive global equities to a 4.2% gain during January, ...
How to be the inventor of your own future
By David SaintI run a lot of Board awaydays, very often as part of the strategic planning process, and a recur...
Legal lowdown: What's in store for charities in 2025?
This was the question that Jo Coleman, charities partner at Womble Bond Dickinson, addressed at our webinar on...
The Captain Tom Foundation: Lessons for the charity sector
The Charity Commission's recent inquiry report into The Captain Tom Foundation, the findings of which have bee...
Are your Charity’s investment reviews robust enough?
Regular investment reviews are vital for charities to ensure alignment with objectives, risks, and comply with...
Guide to responsible investing
A charity’s responsible investment policy should sit within, and form a part of, the wider investment policy.W...
Investing your Charity's money for the first time
We know that investing for a financial return in not a simple or quick decision for many charities.This guide ...
Guide to conducting an Investment Manager review
Once your investment policy has been finalised, you may well be looking to select an investment manager. But, ...
Writing and reviewing your Charity's Investment Policy
Whether you are considering investing for the first time or due to undertake a review of your existing investm...
Market Reflection and EFG Harris Allday View
2024 has been another eventful year for global economies and financial markets. Key themes have included the c...
Case Study: Strategic Awayday – Actors Benevolent Fund
“Felicia was excellent. She delivered everything I hoped she would and more. Everybody has given really positi...
Five-year anniversary note: The M&G Charity Multi Asset Fund
November 2024 marked the five year anniversary of the M&G Charity Multi Asset Fund. From the initial pessi...
Global Outlook Video - January 2025 - document
This document shows the charts that we think are particularly useful to help us determine where we are in the ...
Polls apart: A review of the year of divergence
2024 marked a year of political upheaval and historic shifts in global equity markets, with the rise of the “M...
Charity facts you need to know in 2025
The team at Charity Digital share all the latest facts and statistics about the charity sector, looking partic...
Martyn’s Law – progress through Parliament
The Terrorism (Protection of Premises) Bill, also known as Martyn’s Law, had its second reading in the House o...
Lessons from recent Charity Commission inquiries
Just before Christmas, the Charity Commission published its inquiry into the Quba Trust, through which it foun...
What to know when selecting a Charity Investment Manager
With bespoke management, collective investment vehicles, and advisory solutions, the investment options availa...
Investment Perspectives 2025 Outlook: No time for complacency
2024 proved to be an eventful year with a record number of global elections, ongoing preoccupation with the ou...
Charity Marketing – Part 4: Public Relations – a nice to have or a fundamental piece of your armoury?
By Kate NicholasPublic relations (PR) or communications is perhaps one of the least understood of marketing di...
Private Markets - Five Essential Insights for Charity Investors
In today’s rapidly evolving financial landscape, private markets are generating interest with investors, inc...
LGT - Market Outlook 2025
Outlook 2025 - Navigating transformation, trade and technology.
Managing Partnership Disputes: A Guide for Charities in England and Wales
Partnerships are a common and often successful organisational structure in England and Wales, particularly amo...
Time to review your Charity’s Investment Policy Statement?
In the wake of the Butler-Sloss v Charity Commission judgement and with the Charity Commission expected to pub...
Dealing With Bad Weather Disruptions
With winter around the corner, adverse weather conditions are likely to cause disruption to employees’ travel ...
Top 10 moments for charity law and regulation in 2024
In the spirit of the season and with the New Year in sight, here are our ten key moments in charity law an...
Update: Key Amendments To The Employment Rights Bill 2024 published
An Amendment Paper to the Employment Rights Bill 2024 was published on 27 November 2024 (“Paper”) an...
Charity marketing – Part 3: Why good copywriting and storytelling matter
By Claire SmithThis year marked 10 years of freelance copywriting in the charity sector for me. How many words...
Outlook 2025
Welcome to our “Outlook 2025”, the investment strategy update from Barclays Private Bank, which is also availa...
Do you need an AI Policy?
Since generative AI programmes rose to prominence in 2022, it has been adapted, used and misused by people and...
Changes to Bereavement Leave: What Employers Need to Know
Grief is a deeply personal experience, and its impact on an individual’s wellbeing and productivity should n...
New Employers Duty to Prevent Sexual Harassment Within The Workplace
Sexual harassment within the workplace has been rightly unlawful for some time and therefore, employers should...
5 minute video update from Freddie Lait on Latitude's multi-asset strategy
The multi-asset and absolute return sectors have struggled with redemptions over the last 3 years, but Latit...
Monthly Factsheets
Please click Read More button below for a link to the factsheets on our website.
Investing charity assets – getting risk and strategy right
When it comes to charity investment portfolios, putting in place the right strategy and finding the correct ba...
Case study: CEO recruitment
“We went out to tender with three other companies and Action Planning came in significantly cheaper than a cou...
Electing Charity Trustees: A Cautionary Tale
A recent High Court case provides an important reminder to all charities to follow their constitutional rules ...