MEETING CHARITIES' REQUIREMENTS
What our clients say
Our clients are the best judges of how we work with them in order to ensure that their investments deliver their objectives.
How to construct an ethical policy
Many charities have an ethical policy, or even if they do not should work through their approach to this. Here is a case study about working with a charity to construct its ethical policy.
Investing for income in today’s environment
“Annual income twenty pounds, annual expenditure nineteen [pounds] nineteen [shillings] and six [pence], result happiness. Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.”
David Copperfield by Charles Dickens.
Many charities face a similar dilemma, read our case study about balancing current and future needs.
What is a good benchmark? How do you work out whether your investment manager is doing a good, so-so or terrible job?And how do you work out whether the investments are delivering the returns the charity requires?
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What people say
“This is one of the best newsletters of this kind I have ever seen. Well written and informative on topics of genuine interest. I will certainly share it with my Board.”
Fabian French, CEO of UK Community Foundation