Charity publications

 

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.

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United and valued: perspectives on military charities today

Edited by Annunziata Rees-Mogg, ‘United and Valued’ seeks to address the issues facing the sector as well as discussing the ways in which military charities make a real difference to people’s lives, whether it be in terms of health (physical and mental), education and research, housing, welfare delivery or a plethora of other areas. Rathbones' investment director James Codrington, himself an ex-solider, contributed a chapter to the publication, examining how military charity reserves can best be invested.

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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.

View the full version of the report.

 

 

 

 

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 events.

For more information on our services for charities, please contact Andy Pitt, head of charities – London, on 020 7399 0296.