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In this section you will find insight articles and trustee training videos.
Articles for trustees
Diversifying away from the Magnificent Seven
Discover ways to diversify beyond the Magnificent Seven stocks for a balanced investment strategy that’s not too weighted in artificial intelligence
Should charities invest in Artificial Intelligence (AI)?
The emergence of artificial intelligence (AI) as a business tool and as an investable theme presents a compelling opportunity for charities both by affecting their own business operations and enhancing their portfolios’ performance, potentially amplifying their impact on the causes they support.
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
Total Return for Permanently Endowed Charities
For permanently endowed charities, the challenge of creating sufficient income for today’s beneficiaries while also generating returns for future beneficiaries has been a challenge in the past decade. The total return approach is a potential option for charities with a permanent endowment and indeed for any other charity.
Using benchmarks for charity investment portfolios
Understanding the main types of charity investment benchmarks and how charities can effectively use them
Is it time to review your Charity’s Investment Policy?
A well thought-out investment policy is essential to achieving your charity’s goals and demonstrating that trustees have fulfilled their duty of care