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Charities InFocus Issue 17 Spring 2026 - Ongoing support and guidance for charities in an evolving world
Welcome to the Spring 2026 edition of Charities InFocus. In this issue, we examine how the British Red Cross is helping philanthropists cut through uncertainty and maximise their impact. We also explore how thinking…
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Why every charity needs to review its savings strategy
By David Prosser Charities are under pressure. The Charities Aid Foundation warns the British public donated 10% less to good causes last year – around £1.4bn less than in 2024 – in the first such drop for five years…
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How Does Social Investment Work as a Borrowing Tool for Charities?
Social investment is opening new doors for charities, but borrowing brings real risks. Explore how loans, quasi-equity, covenants, reserves and cashflow pressures should be assessed before trustees commit to repayable…
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Quilter Cheviot: Review for Charities – Issue 3 (2026)
We are pleased to share the latest edition of Review for Charities , offering practical insights and informed perspectives for trustees and charity leaders navigating an increasingly complex environment. In this issue…
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Market Perspectives May 2026
Welcome to our May edition of Market Perspectives, the monthly investment strategy update from Barclays Private Bank. In the following chapters we look at how the effective closure of the Strait of Hormuz – and a…
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Launch of charity investment policy best-practice framework
Over the past decade, the investment landscape for charities has changed profoundly. We’ve seen an expansion in the range and sophistication of available investments, rapid progress in sustainable and values‑aligned…
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W1M Fund Centre - WS Waverton Charity Growth & Income Fund
The Waverton Funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. These Waverton Funds form a range of investment vehicles, including equity, fixed income and multi-asset funds. Please note that…
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Q1 2026 - House Report - Loose Money, Hard Power - Central banks under pressure as the global order fractures
As we begin 2026, almost a year into President Trump’s second term, the once isolationist America First agenda has evolved into a form of unpredictable unilateralism with wide-reaching consequences. Over the past 12…
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What are the Investment Options and Strategies Available to Charities?
With a wide range of investment options available to charities, the selection of appropriate instruments must be guided by the charity’s risk appetite, investment horizon, liquidity requirements, capital preservation…
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Market Perspectives October 2025 (1)
Welcome to the October edition of Market Perspectives, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, and ahead of November’s Outlook 2026, we look back at 2025 and…
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Private Markets Annual Report 2025
Building on the themes of our first report in 2024, this year’s edition delves deeper into the behaviours, motivations and attitudes of private investors when it comes to private markets – and how the investment industry…
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Autumn Budget 2025: What it means for charities
The Chancellor's autumn statement arrives at a critical moment for the voluntary sector. Demand for support is rising, fundraising conditions remain challenging, and policy decisions made this week will shape the…
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Gold’s new role: from safe haven to strategic asset
Gold used to be viewed as the financial-market equivalent of hugging a teddy bear— reassuring in a crisis, but not much use for making money. It doesn’t pay interest, didn’t always rise when markets fell, and for years…
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Strategic investment: Rethinking long-term charity portfolios
For institutional charities such as foundations and endowments, investment strategy is not just about navigating short-term market movements. It is about building portfolios that preserve and grow capital in real terms…
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Investing for the first time - Guide
When investing for a financial return, trustees have to comply with certain legal requirements as covered by the Charity Commission’s guidance on investment matters, CC14. In simple terms it recognises that charities…
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Quilter Cheviot: Review for Charities – issue 2
We are excited to share the latest edition of Review for Charities . This bumper issue is packed with expert insights for trustees, charity professionals, and anyone passionate about the sector. Inside this edition…
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Treasury Management for Charities
Charities in the UK face mounting financial pressures: funding gaps, rising costs, volatile donation flows, and growing demand for services. According to a recent Charity Commission analysis, two in five charities…
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September Market Perspectives
Welcome to the September edition of Market Perspectives, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we look at how uncertainty over US trade policy and the…
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Looking through the Overton Window
Understanding when to take risk with charity investments.
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2025 Q2 Commentary: The Fading Smile
In this article, we explore the implications of a weakening US dollar for globally diversified portfolios, questioning the continued reliability of the “dollar smile” as a source of downside protection. We also examine…
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2025 Q1 Commentary: Introducing the ARC Managed Platform Solution Indices
We're pleased to announce the launch of the ARC Managed Platform Solutions (MPS) Indices - a significant milestone in our mission to improve transparency and rigour in investment performance analysis. MPS solutions have…
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2024 Q4 Commentary: Evolving Perceptions
In this article, we explore the implications of increasing globalisation and market concentration for discretionary fund managers (DFMs), questioning the continued effectiveness of geographic allocation as a tool for…
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Yoke's summer charity quiz
Are you entertained or engaged by your charity's investments? Here is a little quiz that answers that question.
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Can charities invest 100% in social or mission-aligned investments?
Today, many charities are asking whether they can put all of their assets into investments that deliver a social (or ‘mission-aligned’) impact. For some, the answer is a qualified yes. The recent Butler-Sloss case [1] is…
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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 rates in Q4 2022 and increased competition from other asset classes (notably cash & gilts), the market has now…
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Multi-Asset Fund Range - May 2025 Update
In this video, Matthew Parkinson , Fund Manager in the Multi-Asset team recaps May’s performance across the W1M Multi-Asset Funds. Risk assets rallied strongly, driving gains of 1.6% to 3.8% across the range, first…
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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 large national bodies with thousands of volunteers and employees. Some of those smaller charities can sometimes…
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Private markets: Going mainstream
Long the preserve of institutional investors, new fund structures have opened up the world of private markets to a far broader range of investors. Is now the time for all investors to explore the benefits this asset…
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Global Market Review – April 2025
Volatility and uncertainty continued to impact markets during April, as US trade policy, notably the fallout from President Trump’s “Liberation Day” tariff announcements and their subsequent 90-day pause broadly impacted…
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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 as your mission. While money market funds and fixed deposits may be the path of least resistance, are they…
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Market Perspectives April 2025 (1)
Welcome to the April edition of Market Perspectives, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we look at how a tougher and more transactional US trade policy might…
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Quilter Cheviot: Review for Charities
We are excited to share the first ‘Review for Charities’ for 2025, featuring a wealth of insights and expertise from dedicated charity-sector specialists. In this edition… Can AI be the future for charity investment…
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2023 Q4 Commentary: Celebrating 20 Years of Insights
Thanks to the willingness of participating discretionary investment managers to provide transparency on the performance of their private client and charity portfolios, the ARC Private Client Indices (‘PCI’) and the ARC…
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2024 Q2 Commentary: Catching the Gold Bug
Our Q2 2024 commentary, "Catching the Gold Bug," explores gold's enduring allure and its strategic value in today's investment landscape. The analysis spans historical context, modern consumer trends, and the role of…
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2024 Q3 Commentary: Sound as a Pound
In this article, we examine the impact of FX hedging strategies on portfolio performance for investors, questioning the efficacy of systematic hedging in reducing downside risk. We also address the drawbacks of an…
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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 strategies? Many charities hold significant cash reserves that could be generating far better returns. CCLA's…
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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 markets. In this insight, we highlight the importance of having a well-managed cash and treasury strategy that…
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Are your Charity’s investment reviews robust enough?
Regular investment reviews are vital for charities to ensure alignment with objectives, risks, and comply with regulations. We offers independent review services to assess performance, risk, and adherence to investment…
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Writing and reviewing your Charity's Investment Policy (1)
Whether you are considering investing for the first time or due to undertake a review of your existing investment policy, this article sets out some key things to take into consideration when writing and reviewing your…
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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, with a number of different managers out there, where should you start? Selecting an investment manager can be…
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Investing your Charity's money for the first time (1)
We know that investing for a financial return in not a simple or quick decision for many charities. This guide will take you through the following key considerations: 1. RULES & REGULATION 2. UNDERSTANDING RISK 3…
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Private Markets - Five Essential Insights for Charity Investors
In today’s rapidly evolving financial landscape, private markets are generating interest with investors, including charities. The search for higher returns, diversification, and access to innovative opportunities are…
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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 pessimism during the COVID-19 pandemic and its subsequent inflationary effects, to the current optimism surrounding the…
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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 outlook for monetary policy and some bouts of extreme market turbulence. However, this complex backdrop did not…
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What to know when selecting a Charity Investment Manager
With bespoke management, collective investment vehicles, and advisory solutions, the investment options available to UK charities can seem endless. Here we explore expectations on charity trustees, alongside best…
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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 publish updated investment guidance for trustees in the coming months, it may be a good time to ensure that your…
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Outlook 2025
Welcome to our “Outlook 2025”, the investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page. In the following chapters, we look at what the growing…
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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 balance between risk and return, isn’t as easy as it may seem. Here are some of the risks trustees should be…
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How emotional bias could drive exploitable market inefficiencies
The propensity for emotion and bias to influence our decision making is a common experience, even among financial professionals. Falling victim to bouts of overconfidence, groupthink and herd mentality are common human…
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Private Markets Annual Report 2024
Family offices and wealthy individuals are showing increasing interest in private markets, an asset class that historically has been largely inaccessible to non-institutional investors. Our first Private Markets Annual…
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Charity Investment Consulting Partnership launched to drive better outcomes for UK charities
· The CICP will work with the Charity Commission, membership organisations, asset managers and stakeholders of the charity sector · Aims to achieve better investment outcomes and practice across charity industry · New…
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Market Perspectives October 2024
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we look at the impact of the recent US rate cut and forthcoming…
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Global Outlook Video - September
In this video, Bill Dinning, Chief Investment Officer, discusses recent market movements, highlighting concerns over a potential U.S. recession, which he believes may be overstated. Bill explains that the U.S. Federal…
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How much can charities spend from their investment portfolios?
How much can charities spend from their investment portfolios? This is a simple question, easy to answer. First, charities should be clear whether they are trying to get bigger, stay the same size (allowing for…
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The rising cost of living: why investing has never been more important for charities
&G Charity Funds are actively helping charities and foundations battle the drop in donations that’s being felt across the sector. The cost of living crisis and the impact of inflation are biting hard, and you’ll know…
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Fixed income: What’s the issue with the new issue premium?
Amid surging demand for investment grade (IG) corporate bonds, the new issue premium typically offered by companies turned negative in the first quarter of 2024. This comes as investors seek to lock in higher yields…
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UK equities could offer refuge for charities seeking higher income
Charities battle rising costs Like many individuals and institutions, the sharp rise in inflation over the past two years has left many charities struggling to meet the rising costs of running their day-to-day…
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Spotlight on LGT Charities’ Team
About the team… The LGT Charities team has been working in partnership with charities by supporting trustees and building investment portfolios around their individual needs for over 20 years. LGT Wealth Management is…
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£31bn of Charity money sat idle?
RACHEL TITCHEN, Charities and Investment Director at consultancy BROADSTONE, calls for a more flexible and adaptive approach to charity investing. Trustees and their investment managers should be prepared to think more…
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Investing for Charities - a helpful guide
A book that cuts through the investment industry’s mystique and jargon to show you how you can set an investment policy that maximises the value to your beneficiaries by thinking clearly about your financial goals and…
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Foundations of a Robust Charity Investment Strategy: Risk, Return and a bit of maths
This article continues our exploration of Strategic Investment Framework for Charities , a series of articles for charity trustees and executives that we develop in collaboration with Robert Hayes , a senior consultant…
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Foundations of a Robust Charity Investment Strategy: Thinking About Risk
This article continues our exploration of Strategic Investment Framework for Charities , a series of articles for charity trustees and executives that we develop in collaboration with Robert Hayes , a senior consultant…
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Foundations of a Robust Charity Investment Strategy: Setting your objectives
This is the second article in the series on Strategic Investment Framework for Charities that we worked on in collaboration with Robert Hayes , a senior consultant to PMCL Consulting. In the first article we discussed…
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Foundations of a Robust Charity Investment Strategy: Starting with the Basics
Introducing our new series of articles on Strategic Investment Framework for Charities We are excited to announce the launch of a new article series centred on the strategic investment framework for UK Charities…
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Why should charities use an Investment Manager?
Having joined Harris Allday this last autumn as Head of Charities and Philanthropy – Rupert Cecil will be writing a short note on a regular basis designed specifically for charities. Here is his short note: recently met…
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The importance of taking independent investment advice
The importance of taking independent advice Navigating the world of investments can be difficult and often daunting. Investible assets can be powerful to help fund and support a charitable cause, but knowing what to…
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Broadstone Small Charities Investment Consulting Service
Broadstone launches investment consultancy service for small charities • Innovative subscription service for smaller charities requiring expert, independent investment advice • Provides a package of tailored services…
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Practical guide for trustees to the Charity Commission's guidance on investing charity money (CC14)
In August the Charity Commission published an update to their guide ‘Investing charity money: a guide for trustees’, also known as CC14. We welcome this new guidance, are confident that we meet its recommendations and…
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Charity Matters - Summer 2023: Laying sustainable foundations for your charity’s future.
Changes to our ways of working, combined with the challenges of the cost-of-living crisis and the urgent need for a more sustainable built environment, mean that many charities are re-evaluating their property…
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What are the key challenges facing charities who own direct real estate?
T he changing face of property management: Until a few years ago, the management of a property portfolio was relatively straightforward for charities. It was simple enough to collect the rent and manage the properties…
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Upfront: episode four
Financial journalist Cherry Reynard, investment specialist Claire Shaw, investment manager Matthew Brett and investment manager James Dow discuss private companies, the investment case for SoftBank and the Responsible…
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Quarterly Investor Briefing – Webinar
CCLA invites you to a webinar covering: Highlights of economic and investment market developments CCLA multi-asset funds update: activity, positioning and performance Latest news on ESG factors and our stewardship…
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Market Perspectives October 2023
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we examine how the recent surge in oil prices might affect the…
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How to compare investment manager returns for charities
Despite the best efforts of the regulator, and warnings that ‘past performance is no guide to the future’, trustees continue to put recent strong performance front and centre when picking an investment manager.
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Total Return for Permanently Endowed Charities (1)
F or permanently endowed charities, the challenge of creating sufficient income for today’s beneficiaries while also generating returns for future beneficiaries has been a challenge in the past decade. The total return…
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Developing effective Impact Investing partnerships (1)
There has been a subtle but insistent shift in the way a growing number of charities are looking to allocate their capital. We are finding an increasing recognition that investment should have purpose as well as generate…
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Five ways your investment process can go wrong (1)
Charity investors can give themselves a better chance of achieving stable, long-term returns by avoiding a number of common mistakes Even the best-laid portfolio plans can be derailed by financial market caprices, but…
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The essential CFO: aligning finance with strategy
Every charity needs a financial strategy, supported by well-documented, monitored and reviewed internal financial controls to enable them to operate day-to-day. But this shouldn’t be set out in isolation. Financial…
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How to finesse financial decision-making
Balancing investment, spend, and operations is a tough matter for financial teams. This is especially true given the cost-of-living crisis , staff churn , and unpredictable donation patterns. Good financial…
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Market Perspectives April 2023
Welcome to the April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page. In our regular chapters…
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Market Perspectives May 2023
Welcome to our May edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we look into the longer-term impact on financial markets of the…
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Upfront: Episode Two
Financial journalist Cherry Reynard, intermediary client manager David Rolland, investment specialist Claire Shaw and investment manager Gary Robinson discuss the current investment landscape, EV battery maker Northvolt…
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Charity Times Roundtable in partnership with Swiss Life Asset Managers UK, Future-proofing property
Charity Times, in partnership with Swiss Life Asset Managers UK (formerly Mayfair Capital), hosted a roundtable to discuss the challenging environment of real estate investments for charities and endowments and how to…
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Mission aligning?
There are thousands of charities across the UK helping to promote worthy causes or solve social injustices, and for many, investing is a fundamental way to ensure they can achieve their key objectives. However, it can be…
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Using benchmarks for charity investment portfolios
Understanding the main types of charity investment benchmarks and how charities can effectively use them. The uses of benchmarks are frequently misunderstood and terms are often mixed up leading to widespread confusion…
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Swiss Life Asset Managers UK is proud to announce the launch of the ‘Empowering Places’ UK social value strategy and community fund
Swiss Life Asset Managers UK is proud to announce the launch of the ‘Empowering Places ’ UK social value strategy and community fund, in partnership with our charity fund, the Property Income Trust for Charities (PITCH)…
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Why choose Bondsmith Treasury?
At Bondsmith Treasury, we specialise in cash deposits, serving as the leading Independent Deposit Specialist in the UK. With over a decade of experience and a vast network, we have facilitated over £18 billion in cash…
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Writing & Reviewing your Charity's Investment Policy
Whether you are considering investing for the first time or due to undertake a review of your existing investment policy, this article sets out some key things to take into consideration when writing and reviewing your…
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Investing your Charity's Money for the Frist Time
We know that investing for a financial return in not a simple or quick decision for many charities. This guide will take you through the following key considerations: 1. RULES & REGULATION 2. UNDERSTANDING RISK 3…
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Barts Charity appoints Mayfair Capital as Property Adviser, March 2023
Mayfair Capital have been formally appointed by Barts Charity as strategic property adviser to its c.£75m directly held property portfolio. The appointment will see Mayfair Capital provide a fully integrated strategic…
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The Emperor's New Clothes
Helping charities with investments is more than choosing the correct assets or manager. It is understanding how a charity works, how it uses its assets, and its dynamics and stresses.
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Market Update April 2023
Recent banking sector stress has clouded the outlook for monetary policy. Read more
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What is the true state of the UK economy?
Guy Foster, our Chief Strategist, looks beyond the headlines to understand what is happening in the UK at the moment, and what it means for investment portfolios. Download Insight_UK_economy.pdf
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An investment fund for charities with sustainability at its heart
Investment landscape
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How Alternative are Alternative Investments?
Charity Finance convened a panel of experts (including PMCL's Tatyana Mursalimov) to discuss the role of alternative investments in the current economic climate. Ian Allsop reports on the conversation. It has long been…
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The Fifth Anniversary of PMCL - Reflections of Edward Jewson
This is the third article in the series Reflections on the past three decades of charity investing by Edward Jewson, founder and CEO of PMCL Consulting. September 2022 is the fifth anniversary of the launching of PMCL…
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What could 2023 have in store for investors?
After a challenging year for financial markets, we look ahead at what the next 12 months could have in store for investors. Download Insight_Investment Outlook 2023.pdf
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Mayfair Capital buys £40m Bristol office in larger asset push
We are pleased to announce the recent purchase of The Paragon office building in Bristol on behalf of Property Income Trust for Charities (PITCH). This £40m off-market deal is the fund's largest to date and reflects a…
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Drafting your Charity’s Responsible Investment Policy
From our experience of working with numerous charities, we have seen the task of drafting a responsible investment policy being carried out in a number of different ways. Some charities have a separate policy, covering…
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Women in the investment management industry: a look at current trends, theories and legislation.
Research suggests that the asset management and institutional investment industries are more inclusive for women today, but there is still a lot more progress to be made. This blog post explores the current trends of…
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If a recession is loooming, should your charity invest?
The slowdown in the UK Economy may have trustees wondering whether this is a good time to be investing in the stock market. Warnings of a recession are always unsettling, but our analysis shows it is far better to…
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Charities facing an uncertain financial future: what do closing charities need to know?
No charity wants to make the decision to close and there are usually options to explore before it comes to closure, such as a merger . However, it is prudent for trustees to be aware of the warning signs and what the…
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UK Featured Stock Story - The Gym Group
In this UK stock story, Head of Research David Gorman introduces The Gym Group. A Castlefield positive investment theme just now is Health & Wellbeing, two causes that investee company The Gym Group is committed to…
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The old and the new of investing in the time of crisis
In his second article, Edward Jewson focused on investing in the times of crisis and potential challenges for the Trustees. He addressed issues such as tactical vs. strategic decisions and asset allocation, potential…
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Reflections on the past three decades of charity investing
Edward Jewson, CEO and Founder of PMCL Consulting, has launched a series of articles reflecting on his experiences of advising charities over the past three decades and why he believes why external professional impartial…
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Are We There Yet
Investors are asking: Have we seen the bottom of the bear market and when might be the right time to invest? The first word of caution is that bear markets tend to be punctuated by very sharp rallies sometimes dubbed a…
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Selectivity key to capitalising on post-pandemic property uplift
While UK markets are set to grapple with heightened geo-political risk and rising inflation through 2022, the economic environment should provide plenty of opportunities for property investors. The decline of the…
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Mayfair Capital’s PITCH acquires first residential properties in partnership with Hearthstone Investments
The Property Income Trust for Charities (PITCH), managed by Mayfair Capital Investment Management Ltd (MCIM), has acquired the first properties in a move to invest in private residential, advised by the specialist…
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Investment markets and our positioning
As with other long-term investors, CCLA’s multi-asset portfolios have seen significant falls in capital value over the calendar year to date. ‘Alternative’ assets such as commercial property and infrastructure have on…
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Responsible investment for schools
Download Responsible Investment for schools.pdf
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The Compendium of Investment
You can now request a copy of our Compendium of Investment HERE The Sarasin Compendium of Investment is designed to help you plan and implement your investment plan alongside your investment manager. Our Compendium will…
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Mayfair Capital’s PITCH acquires top trading hotel from Town Centre Securities
Mayfair Capital’s Property Income Trust for Charities (PITCH), the top performing specialist property Fund for charities over 10 years (as at 31 December 2021, source MSCI/AREF [1] ), has purchased a Premier Inn hotel in…
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War in Ukraine: update on investment markets
The distressing news from Ukraine shows no signs of abating. In response to unpredictable and worrying geo-political developments, investment markets have continued to be volatile with widespread declines in portfolio…
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Investing for charities: building a more resilient future
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FOBIA
The vast majority of our clients’ portfolios are balanced, some of which are chosen specifically to move in a different direction to others. Therefore, most portfolios will tend not to display either outsized gains or…
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Charity Investments - 2022 Outlook
Looking back at 2021, according to the Charity Commission Covid-19 Survey, nearly all charities (91%) in England and Wales have experienced some negative impact from Covid-19, including a negative impact on their…
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Five Top Tips on Diversifying your Charity Investment Portfolio
A need to diversify investments is a requirement for charity trustees to act within the law, as stated in the Charity Commission's Guide for trustees on investment matters (CC14). Diversification is a risk management…
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A guide to reviewing your Charities investment manager
Reviewing investment performance and managers on a regular basis is a legal responsibility of trustee boards where charities have investment portfolios. While there are no specific requirements for such reviews, most…
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Zurich’s insurance for charities explained: Video series
This series of 5 short videos explains some of the different types of insurance that Zurich can offer, to help you make sure your organisation has got the cover it needs.
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Simon Martindale: Large property portfolios will struggle to meet net zero targets
The following article and video was first published in Portfolio Advisor on 28th October 2021. Read the article below or access their web based version here: Simon Martindale: Large property portfolios will struggle to…
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Leaders List Interview: 60 seconds with Simon Martindale, Mayfair Capital Investment Management
The article below was first published in Citywealth on 4th October 2021. Access their on-line version here or read the full article below. Tell us about your role I am a Fund Director at Mayfair Capital, a specialist UK…
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Great Expectations
Bad news can be good news in the markets when investors believe it will have an impact on monetary policy. Our Head of Investment Strategy, John Wyn Evans, talks about this unique perspective and more on Investec's…
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Managing in a crisis: a guide for charities
We’ve sought to set out the practical steps charities can take – and points to consider – if a crisis hits. Read full article HERE
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Inflation Issues for Charities
Financial press is constantly talking about inflation. Here are some simple factors for charities to consider.
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Tilney Smith & Williamson Charity Trustee Training Webinar - 18 November 2021
This session covered investment strategy against a background of rising inflation. We were delighted to be joined by renowned strategist, financial markets historian and keeper of The Library of Mistakes Russell Napier…
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Smith & Williamson 2021 Charity Survey
This year's Charities Survey results reflect an extraordinary year for many charities. We last carried out the survey in 2018 and the difference in attitudes is stark, with cash reserves higher, investment income less…
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Rathbones Charity Investment Training Seminar - Income-only versus Total Return investing
Here we provide an overview of the advantages and disadvantages of the income-only and total return investment approaches, and what needs to be considered when deciding which approach is best for a charity…
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Rathbones Charity Investment Training Webinar - CC14 and how to develop an investment policy
Here we provide an overview of a charity trustee’s investment management duties and how to develop and draft an investment policy statement…
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Rathbones Charity Investment Training Webinar - The basic rules for long-term investors
Here we provide a set of rules for setting objectives, building an investment strategy, investment selection as well as ongoing portfolio management and reporting.
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Rathbones Charity Investment Training Webinar - Considerations when selecting an investment manager
Here we distil the main points you’ll need to consider when selecting the right investment manager for your charity. There are a lot of decisions to make before you start your search. Active or passive? Pooled or…
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Rathbones Charity Investment Training Webinar - Equities Selection
Here we provide an overview of how we analyse and select potential equity investments for our charity clients and strive to avoid the permanent loss of capital…
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Rathbones Charity Investment Training Webinar - The relationship between risk and return
Here we provide an overview of the different types of risk associated with investing and how to measure and manage investment risk to help achieve a charity’s financial objectives…
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Rathbones Charity Investment Webinar - Understanding investment tools: An introduction to asset classes. A brief overview of the main asset classes that can typically be used in a charity’s investment portfolio
Here we provide an overview of the different types of risk associated with investing and how to measure and manage investment risk to help achieve a charity’s financial objectives…
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Rathbones Charity Training Webinar Series - Income vs. total return
Knowing the best available investment options is important for your charity. Andrew Zazzi and Victoria Walke r will explore the advantages and disadvantages of an income-only versus total return investment approach and…
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Happy Vacciversary!
The Bank of England did not raise the bank rate as expected and amid the uncertainty investors are looking to balance high-risk and no-risk assets. What this means is that despite a strong quarterly earnings season there…
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Charles Stanley’s Personal Portfolio Service for Charities
Irrespective of size Our belief is that every charity, foundation and not-for-profit should have access to high quality investment management services. For charity assets from £10,000 to £300,000, Charles Stanley’s…
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The Charge of the Light Brigade
Investors might be facing their own charge into a battlefield with “cannon to right of them, cannon to left of them, cannon in front of them” in the weeks ahead. The time has come to take more of a protective stance on…
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Inflation for Charities
A parable on inflationary factors for charities
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Responsible Investment
With shifting expectations and a change in the public mood, Alice Farrer, one of our charity investment managers discusses how charities can align their investments with their purpose and values.
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Mayfair Capital Charity Investment Webinar 18th June 2020
Property investment and asset allocation for charities – facing the challenges of Covid-19. To watch a recording of the webinar, please view the link here…
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Mayfair Capital Charity Investment Webinar 18th June 2020 (1)
Property investment and asset allocation for charities – facing the challenges of Covid-19. To watch a recording of the webinar, please view the link here…
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Mayfair Capital Charity Investment Webinar 18th June 2020 (2)
Property investment and asset allocation for charities – facing the challenges of Covid-19. To watch a recording of the webinar, please view the link here…
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Webinar: Managing investments in unprecedented times
As charities continue to struggle with the widespread financial implications of the Covid-19 crisis, Senior Investment Director Michael Turner addresses the current challenges of navigating Charities and their investment…
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Why you shouldn’t set up a charity
Most charities are set up with the best of intentions – often in memorial for a loved one, to support a need in the community, or because there’s a specific cause to champion. But what people don’t realise is just how…
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Thematic Report: Health & Wellbeing
In the last year, healthcare and wellbeing have been thrown into the spotlight by the global health pandemic, highlighting the strengths and importance of many health-related services. As a key positive investment theme…
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Daily traded fund outflows cast a misleading picture for property
On the face of it, the figures from the daily traded property funds paint a negative picture for commercial property with outflows of £128 million in January, £314 million in February and a record £589 million in March…
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Mayfair Capital's James Thornton comments on improved prospects for UK real estate relative to bonds and consensus forecasts against an improving economic outlook
In response to rising expectations of a stronger recovery in economic growth and higher inflation in Q2, bond yields rose in Q1 leading to a 13.5% fall in values. This was the worst quarterly performance since 1980 with…
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Does a charity need a specialist charity investment manager?
Some simple reasons why charities should appoint an investment manager who understands the particular needs of charities.
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Writing and Reviewing Your Charity's Investment Policy
Click on the link below to read our top tips on writing and reviewing your Charity's investment policy.
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The Outlook for UK Fixed Interest
Summary and conclusions The Bank of England’s Official Rate, often described as the Base Rate is presently 0.1%. The yield on government securities with two years to maturity was 0.04% at the close of business on…
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How to get the most out of your relationship with your investment manager
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The importance of investing for charities
In our latest video, Hugh Draycott, Investment Manager, North West, looks at the key investment considerations for charity trustees.
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The Search for income
Michael Craven (Head of Charities, Yorkshire) discusses the pandemic’s impact on investment income and what this likely means for the charity sector
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Don't miss our latest webinar on Income vs. total return
Knowing the best available investment options is important for your charity. Andrew Zazzi and Victoria Walke r will explore the advantages and disadvantages of an income-only versus total return investment approach and…
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Charity investment training hub
One of the most important roles as a charity trustee is to manage your charity’s funds responsibly. Click the link below to find resources designed to provide you with an understanding of charity investment management as…
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Going head to head: income only versus total return
In light of recent events and current economic circumstances, we discuss the advantages and disadvantages of income-only and total return investment approaches for charities. Click here to read more…
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Bonds may be causing an imbalance in charity portfolios
Given the current environment and the high prevalence of negative bond yields, we look at ways in which charities can construct a diversified portfolio that aims to provide more attractive risk/return metrics than the…
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Developing effective Impact Investing partnerships
There has been a subtle, but insistent shift in the way a growing number of charities are looking to allocate their capital. We are finding an increasing recognition that investment should have purpose as well as…
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Total Return for Permanently Endowed Charities
Charities will be familiar with the problems created by persistent low interest rates: is it possible to create income for today’s beneficiaries while also generating returns for future beneficiaries? The total return…
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Investec Weekly Digest: Lost in SPACs
Our Head of Investment Strategy, John Wyn-Evans discusses how Tesla deciding to “invest” $1.5 billion of its spare cash in Bitcoin has led to what one commentator described as a “bubble within a bubble” and elevated…
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Investec Weekly Digest: FAQs with John Wyn-Evans
Investec's Head of Investment Strategy, John Wyn-Evans, unpacks frequently asked questions covering inflation, market bubbles, government debt/taxes, negative interest rates, cryptocurrency and more. Click below to read…
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The hidden costs of charity investment and things you should consider
Some insight to the problems of assessing investment management costs that are often overlooked by charities and their trustees.
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Protecting your charity’s income: is now the time to adopt a total return approach?
A total return approach to taking distributions from a portfolio gives stability and flexibility – and it also allows for wider exposure to attractive asset classes
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Gold – Is now the time to shine?
At the time of writing, the price of gold is trading at around $1,900 per ounce 1 , having recently breached the $2,000 mark for the first time in history. What is the gold price telling us from an economic perspective…
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Mayfair Capital’s Property Income Trust for Charities increases its exposure to logistics
Mayfair Capital’s Property Income Trust for Charities increases its exposure to logistics Click here to view the full PDF version, PITCH - Stoke Acquisition November 2020. Mayfair Capital’s Property Income Trust for…
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Responsible Property Investing at Industry Standard - Good Money Week 2020
Responsible Property Investing at Industry Standards - Good Money Week 2020 Mayfair Capital as the manager of the Property Income trust for Charities (PITCH) is committed to managing the Fund in a responsible way by…
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Investing in line with purpose and values
CCLA’s response to the Charity Commission’s consultation. There is no regulation to say that charities should have a responsible investment policy; and there is a widely held view that the law needs to be updated. We…
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The role of an investment policy
A concise investment policy provides a framework for investment decisions, capturing a charity’s overarching goals and long-term objectives. It is important to agree a strategy that focuses on the charity’s goals and is…
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Jargon busting: what you really need to know
The investment industry is fond of jargon. Deciphering this alphabet soup of acronyms can give the impression that investing is complex and impenetrable. It may even deter people from making the best long-term decisions…
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Five ways your investment process can go wrong
Even the best-laid portfolio plans can be derailed by financial market caprices, but charity investors can give themselves a better chance of achieving stable, long-term returns by avoiding a number of common mistakes…
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How comparable are investment manager returns?
In spite of the best efforts of the regulator, and warnings that ‘past performance is no guide to the future’, trustees continue to put recent strong performance front and centre when picking an investment manager. In…
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Getting your investment policy right
A well thought-out investment policy is essential to achieving your charity’s goals and demonstrating that Trustees have fulfilled their duty of care. Click here to read the full article…
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Dividends Update
As companies have sought to protect their cashflow in the wake of the Covid-19 outbreak, dividend pay-outs to shareholders have been widely cut. We bring our dividend forecasts up to date and explore what this means for…
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Short of investment income? Some suggestions
Investors who rely on dividends and property income to fund their spending will be looking at the next twelve months with some trepidation as company after company cuts or abandons its dividend to preserve cash. Property…
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Comparing statistics in a Covid-19 world
Many charities will have received investment reports recently, outlining the impact of the Covid-19 pandemic on their endowment portfolio. Despite the shocking impact the virus has inflicted globally, thanks to the…
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Is Total Return still too terrifying?
Many charities that rely on investment income are having to make hard choices about their finances for this year and next. According to Newton Investment Management, the vast majority of charity investors anticipate a…
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What We Did During The Global Pandemic
We are content that the majority of our fund investments have outperformed their benchmarks in the first half of the year, a pleasing continuation from 2019. But aside from the actual relative performance delivered from…
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Too Low For Zero
Setbacks from the latest market wobble which have been caused by worries about the speed of economic recovery, the potential for a further acceleration in Covid cases and some political risks, so far look to be…
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Cazenove Launch Charities Online Trustee Training
Launching our Online Trustee Training course "Trustees have overall responsibility for the investment of a charity’s funds. This means that they have a crucial role to play in making strategic decisions about how to use…
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Conducting an Investment Manager Review
With a number of different investment managers out there, where should you start with your selection process? Selecting an investment manager can be time consuming for all those involved, so you will want to ensure that…
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A reflection of a crisis on charity investment
Much has been said of the extreme shock the Covid-19 pandemic crisis has inflicted on the charitable sector in the UK. No doubt estimates for the initial 12 weeks of lockdown of a £1bn shortfall, even after the £750m…
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Webinar: Managing investments in unprecedented times (1)
As charities continue to struggle with the widespread financial implications of the Covid-19 crisis, Senior Investment Director Michael Turner addresses the current challenges of navigating Charities and their investment…
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Ask a Charity Fund Manager
To help charities understand the impact Covid-19 is having on their investments, the EdenTree Charity Team published an open invite for questions about our funds or the wider investment market. The anonymised questions…
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We all need LUV
After the ongoing pandemic crisis impacts on the economy, the question is what shape will the recovery be; L, U or V shaped? No one knows, but it’s a pretty hopeful wish if you expect it to return to the 2019 year-end…
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An update on EdenTree’s charity funds
Following last week’s update from our CEO Sue Round, we thought it helpful to provide additional commentary from our Charity Fund Managers on how we have responded to the recent market turbulence. We hope that you find…
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An update on markets and recent volatility for charity investors
With the continued proliferation of the coronavirus, the world is clearly facing a health emergency which is unprecedented in most of our lifetimes. As of yet, it is too early to tell the full extent of the economic…
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Can charities benefit from investment in UK real estate in 2020? James Lloyd
The Conservative Party’s election success in December 2019 removed one of the key risk factors holding back the UK economy and investor confidence. Boris Johnson’s new government can now move forward with the Brexit…
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6 key considerations for Charity Trustees when reviewing Charity Investments
Whether you are new to being a Charity Trustee, an experienced Trustee or simply someone interested in becoming one in future getting to grips with some of the responsibilities you have can be difficult such as reviewing…
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Is cash still king?
It is a topic that is increasingly pressing for charities; is sitting on cash still a ‘safe’ option? As interest rates fail to keep pace with inflation, charities sitting on their cash reserves are actually seeing…
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Property is an important diversifier for charity funds
In the past, most charities' investment portfolios have consisted mainly of equities and bonds, but in today's volatile economic environment it has never been more important for charities to hold a diversified portfolio…
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Income at any price?
In a world of distorted interest rates and high asset prices, protecting capital and producing strong be mutually compatible. For much of the last half century a sustainable income target has been the most definitive…
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2018 Newton Charity Investment Survey
Over the last few years charities have been on a rollercoaster ride with the investment returns from their portfolios. Meanwhile, more charities appear to be making withdrawals at a higher rate than they believe to be…
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Investing Your Charity's Money For The First Time
Waverton has been managing charity assets since its inception and we have learned a lot along the way about the barriers that trustees have to deal with before they are comfortable investing their money. Many charities…