Articles, Videos & Events

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

Why the S in ESG?

The case for managing the environmental impact of the companies in which we invest is clear. We are in the middle of a climate emergency that requires immediate and drastic action. Increasingly, however, social factors are becoming just as important for the long-term sustainability of companies. We believe that the move to incorporate social metrics into investment decision-making is likely to be one of the strongest trends over the next decade.

Social capital - reporting and measuring

For trustees, social investment offers an opportunity to align a charity’s investment strategy with its charitable goals. Bringing about social change, from alleviating poverty to tackling discrimination to preventing abuse, is often core to a charity’s purpose. Social impact investing allows a charity to super-charge its impact in key areas. However, measuring social impact comes with more complexity than environmental or governance assessment.

Five questions for charities to ask about ethical investing

What charities should consider when planning to make ethical investments

Five ways your investment process can go wrong

Charity investors can give themselves a better chance of achieving stable, long-term returns by avoiding a number of common mistakes

How to compare investment manager returns for charities

The key considerations for trustees

Charities and risk management in an uncertain world

Charities with a rigorous risk management process are better prepared for the impact of catastrophic events

Rethinking passive in a changing world

Acting in a charity’s best interests: taking a closer look at the active vs passive debate. Passive strategies have found increasing favour in the past decade. Attracted by strong returns from key indices such as the S&P 500 amid a lengthy bull market, investors channelled funds towards cheap and convenient index options. However, we believe investors need to tread carefully in today’s environment.

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 generate profit, with the charity sector at the vanguard of this change.

Evelyn Partners Charity Conference NI

Charity Investment Conferences in Edinburgh

Our in-person charity trustee conferences will be held in Glasgow and Edinburgh where we will review Charity Reserves, How to Spot Fraud in Charities, future Investment Megatrends and how we Support Charities Beyond Portfolio Management. The formal sessions will be followed by drinks and networking.

Evelyn Partners Charity Conference 2023

We are delighted to welcome sector specialists as well as familiar faces from Evelyn Partners providing updates on recent changes to charity regulation, the next decade’s major investment themes, preventing fraud, the practical application of your charity’s ESG lens and so much more.