Insight Articles

Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.

ESG Investing for Endowments and Foundations

David Osfield, Fund manager at EdenTree with responsibility for managing investments globally for charities, w...

Good Governance in Minutes

Trustees must act in the best interest of the charity. One of the most effective ways to demonstrate this is t...

HOW TO PROTECT YOUR TRUSTEES AND YOUR ORGANISATION

Reputable and committed Trustees are incredibly important to charities and community groups. However, it is im...

The Charity Chair – Some Practical Considerations

The role of a charity’s Chair of Trustees is often crucial in setting the tone, standard and good practice wit...

The Importance of Reserves to the Charity Sector

Recent research indicates that the majority of charities only have reserves policies based on 3 – 6 months of ...

Is cash still king?

It is a topic that is increasingly pressing for charities; is sitting on cash still a ‘safe’ option? As intere...

Investing Responsibly for your Animal Charity

At EdenTree, our advice for any charity investing responsibly and sustainably for the first time is to th...

Investment Markets Update for Charities

Predict the unpredictableAs we approach the end of the year, the constantly changing geopolitical backdrop has...

Amity Insight: Economic Inequality

The various dimensions of inequality are numerous, covering issues as diverse as poverty, climate change, heal...

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...

Why should charities transition into responsible and sustainable investments?

Trustees will be aware of the recent move by a coalition of charities to request clarification from the Charit...

The Brexit conundrum

The newspaper headlines have been, understandably, full of Brexit stories. With such a significant political e...

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 th...

Income at any price?

In a world of distorted interest rates and high asset prices, protecting capital and producing strong be mutua...

Divestment and engagement: different shades of green

Climate change is not a new phenomenon, but having been passionately debated for a number of decades there has...