Absolute or relative return investing? A charity investment report

Absolute or relative return investing? What you need to know about the choice facing charity trustees.


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.

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.



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