Charity investment report

 

Active vs. passive investing

In our last investment report for charity trustees, we explored the choice between absolute return and relative return investing. This time we look at the choice between active or passive investment management. This debate has run for many years and remains one of the most fundamental and divisive issues in the world of investing. We examine the advantages and disadvantages of each approach, and the factors that trustees will need to consider in deciding which strategy to adopt.

An abridged version of the paper can be viewed here.

 

 

 

 

 

 

Income-only or total return investing?

Knowing the best available investment options is important for your charity. In this white paper we explore the advantages and disadvantages of an income-only and total return investment approach, and consider the factors that you should take into account when deciding which approach is the best to adopt.

An abridged version of the paper can be viewed here.

View the full version of the report.

 

 

 

 

Absolute or relative return investing?

Over the years, interest in the debate around which investment solution is right for charities has increased: should a charity employ an absolute or relative return approach? This white paper aims to define the attributes of these two options, consider the main features of each and then review the factors to be considered when deciding which approach to adopt.

An abridged version of the paper can be viewed here.

View the full version of the report.

 

 

 

 

We provide annual investment training for charities and their trustees. See a list of this year's list of events.

For more information on our services for charities, or to discuss the themes of our white papers further, please contact Andy Pitt, head of charities – London, on 020 7399 0296.