How to select an investment manager: A guide for charity trustees
In this guide, we have tried to distil the main points you will need to consider when choosing the right investment manager for your charity. There are a lot of variables to consider and a huge range of options available, so we hope you find this guide helpful.
Understanding investing: an introduction to asset classes
A guide for charities
A brief overview of the main asset classes that can typically be used in a charity’s investment portfolio.
Responsible capitalism: Benefiting society and investment returns
Capitalism itself is coming under threat as large swathes of society miss out on its benefits. In our latest research report we set out compelling reasons for every long-term investor to care about responsible capitalism, regardless of your views on the societal benefits.
We also take a look at how we’ve been putting this into practice over the past 10 years as signatories to the Principles for Responsible Investing, and why we see responsible investing as one the biggest areas of opportunity for long-term investors in the years ahead.
How to recruit trustees for your charity, a practical guide
Rathbones is delighted to have sponsored the production of this guide by Getting on Board, which aims to help charities navigate one of their most low profile, but high impact decisions - how to effectively recruit trustees to lead and govern their organisations. From assessing skills gaps in an organisation’s trustee board, to effective advertisement, to developing meaningful inductions for a new trustee, this guide seeks to demystify the process and promote the practice of open recruitment for charity boards.
Socially responsible investing: a guide for charity trustees
Victoria Hoskins, an investment director from Rathbones Greenbank, has written this comprehensive guide to provide charity trustees with an overview of what socially responsible investing means and what you might consider when defining your charity’s investment policy.
Financial governance: a gentle guide for the non-financial charity trustee
Rathbones is delighted to have sponsored the production of this guide, which aims to help trustees understand — in a simple and practical manner — what is expected of them when it comes to the governance of their charity’s finances. The vast majority of trustees ensure their organisations are effective and well-run, despite the many challenges they face. Trusteeship is a voluntary role. Yet the case for good governance in charities led by trustees that have a proper understanding of their role has never been clearer.
Investment matters: A practical guide to CC14
Andrew Pitt has written this guide to CC14 (the Charity Commission’s guidance on investment matters to trustees), to provide a practical commentary on the main aspects of CC14 for trustees to think about as they consider their investments.
This document provides charities in England and Wales with some guidelines on what to include in an investment policy statement.
This document provides charities in Scotland with some guidelines on what to include in an investment policy statement
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.
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.
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.
We provide annual investment training for charities and their trustees. See a list of this year's events.
CC14 and how to develop an investment policy – a short guide for charities
A brief overview of financial investments, a charity trustee’s investment management duties and the investment policy statement.
Understanding investing: ethical and sustainable investment – a short guide for charities
A brief overview of ethical, sustainable and impact investing and the range of approaches that charities can take.
Understanding investing: the relationship between risk and return – a short guide for charities
A brief overview of the different types of risk associated with investing and how to measure and manage investment risk to help achieve a charity’s financial objectives.
Should your charity employ an income-only or total return approach?
A short guide for charities
An overview of the advantages and disadvantages of the income-only and total return investment approaches, and what needs to be considered when deciding which approach is better for a particular charity.
Basic ‘rules’ for long-term investors
A short guide for charities
A brief overview of the typical long-term investment management cycle.
Understanding investing: equity selection – a short guide for charities
An overview of how we analyse and select potential equity investments for our charity clients and strive to avoid the permanent loss of capital.
For more information on our services for charities, please contact Andy Pitt, head of charities – London, on 020 7399 0296.