Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Nagitating the bumps
Ganesh, the ever-popular Hindu deity, is famous for his ability to dismantle obstacles, doubtless because he i...
Is Total Return still too terrifying?
Many charities that rely on investment income are having to make hard choices about their finances for this ye...
Live after Lockdown
The initial shock of the lockdown in March to combat Covid-19 was a big blow to society and we abruptly got us...
Comparing statistics in a Covid-19 world
Many charities will have received investment reports recently, outlining the impact of the Covid-19 pandemic o...
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 ...
We all need LUV
After the ongoing pandemic crisis impacts on the economy, the question is what shape will the recovery be; L, ...
How do charities approach investing in line with their purpose and values?
The Charity Commission recently published a blog post that discusses how charities may approach inve...
Mind The Gap
I met a lovely fundraiser at an event last week who told me that one of the board of Trustees for her charity ...
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 becomin...
Where’s the ‘F’ in ESG?
We too easily forget the progress that has been made on ESG over the last decade, to the extent that I suspect...
The links between lunch and risk
There is a famous study in which judges are found to hand out harsher sentences before lunch rather than ...
My terrible mistake!
In honour of Trustees’ Week, here’s a cautionary tale. So there I was, sitting in front of the ...