Charity articles and videos
In this section you will find insight articles and trustee training videos.
Insights and articles
- Insight
Balancing gilt market risks
Gilts can play an important role as a portfolio diversifier but there are certain areas of concern worth noting
- Insight
Darwinian firms adapt to tariffs and lift stocks higher
Despite tariff increases companies have shown remarkable adaptability by making dynamic changes to preserve earnings and shareholder value
- Insight
The Apprentice: Fed chair episode
President Donald Trump's pick of Fed chair may result in a more politically responsive and potentially looser monetary stance
- Insight
Investment Outlook: Fending off the “Panicans” with stimulus and spending
A monthly roundup of global markets and trends
- Insight
Israel-Iran conflict: Another proxy war has begun
The decision to strike Iran's nuclear infrastructure has created a series of risks, but portfolios can be positioned to deal with uncertainty
- Event
How charities can access impact investing strategies
Evelyn Partners are delighted to be joined by Sophia Omar from the Impact Investing Institute to discuss how charities can consider their impact investing strategies.
- Event
Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
- Insight
Balancing gilt market risks
Gilts can play an important role as a portfolio diversifier but there are certain areas of concern worth noting
- Insight
Darwinian firms adapt to tariffs and lift stocks higher
Despite tariff increases companies have shown remarkable adaptability by making dynamic changes to preserve earnings and shareholder value
- Insight
The Apprentice: Fed chair episode
President Donald Trump's pick of Fed chair may result in a more politically responsive and potentially looser monetary stance
- Insight
Investment Outlook: Fending off the “Panicans” with stimulus and spending
A monthly roundup of global markets and trends
- Insight
Israel-Iran conflict: Another proxy war has begun
The decision to strike Iran's nuclear infrastructure has created a series of risks, but portfolios can be positioned to deal with uncertainty
- Event
How charities can access impact investing strategies
Evelyn Partners are delighted to be joined by Sophia Omar from the Impact Investing Institute to discuss how charities can consider their impact investing strategies.
- Event
Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
- Insight
Balancing gilt market risks
Gilts can play an important role as a portfolio diversifier but there are certain areas of concern worth noting
- Insight
Darwinian firms adapt to tariffs and lift stocks higher
Despite tariff increases companies have shown remarkable adaptability by making dynamic changes to preserve earnings and shareholder value
- Insight
The Apprentice: Fed chair episode
President Donald Trump's pick of Fed chair may result in a more politically responsive and potentially looser monetary stance
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