Charity articles and videos
In this section you will find insight articles and trustee training videos.
Insights and articles
- Event
Responsible Investment Event 2026
Evelyn Partners is delighted to invite you to an engaging evening exploring the innovations shaping the future.
- Event
Leeds Charity Conference 2026
Join Evelyn Partners for our 2026 Leeds Charity Conference - a dedicated event offering support, insight, and practical training for the charity sector.
- Insight
What is at stake with the Trump–Xi summit in mid-May
US and China are deeply economically intertwined; their relationship is increasing shaping geopolitics and influencing financial markets
- Event
Structuring your charity’s capital campaign
A capital campaign might be a sprint or a marathon, but in either case, structure is critical to success. Join Evelyn Partners and Gifted Philanthropy for an insightful webinar designed to help charities plan and deliver effective capital campaigns.
- Insight
Investors are switching focus to earnings growth over energy risks
Earnings appear to be driving equities as investors look past the Middle East conflict.
- Insight
US private credit risks are probably not systemic
Private credit is facing rising stress and scrutiny, but it’s unlikely to spark a wider financial crisis.
- Insight
Investment Outlook: Navigating warflation
The conflict in the Middle East is disrupting energy markets, driving inflation higher and influencing the drivers of financial markets
- Insight
Looking for an end to the Middle East conflict
Investors are searching for clues as to whether the conflict widens or finds an off‑ramp. For now, a calm, long‑term approach remains sensible
- Insight
Why it’s all about inventories in the Middle East
Inventories could determine impact on the economy and length of the war in the Middle East
Trustee training videos
Webinar 21 March 2025
Our experts talk about recent movements in the gilt market, what exactly Total Return investing is, and how to recruit and manage more diverse boards of trustees.
Diversification
Philip Kelly talks about the importance of spreading assets across different types of investments within a portfolio
Investment Policy
Caroline Jarvis Gee talks about investment policy statements, what they are what it should be included and how often it should be reviewed
Investment objectives
Luke Hunter talks about why it’s important to have investment objectives and what you need to consider
Responsible investing
Emma Moffat talks about an introduction to responsible investing covering; integration, screening, thematic investing and stewardship