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Free monthly insight and analysis for charity finance professionals on the latest developments, trends and events within the sector

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Author: Paul Palmer

Reaching objectives

How to set your charity’s investment objectives

A charity’s investment objectives should form an integral part of its strategy and explain why the charity holds these funds as it does…

Risky waters

Why you need to understand your investment risk profile

The first step in creating effective investment strategy is to consider your charity’s objectives and the role an investment portfolio has in achieving those…

Arrows/ Defining a direction

The golden rules for charity investment committees

Trustees must ensure that a charity has an effective governance structure to manage and oversee its investable assets...