Knowledge and Insight - Charities

Trustee Carol Hart and head of fundraising Janet Pennington explain how, despite the pandemic, Alder Hey Family House Trust is still providing accommodation for the families of seriously ill children.

In light of recent events and current economic circumstances, we discuss the advantages and disadvantages of income-only and total return investment approaches for charities. 

While the ongoing COVID-19 vaccination programme offers some light at the end of the tunnel, research published at the end of last year suggests that the short-term outlook for the UK’s charities remains very challenging. So, how can charities build resilience into their investment strategies?

Given the current environment and the high prevalence of negative bond yields, we look at ways in which charities can construct a diversified portfolio that aims to provide more attractive risk/return metrics than the traditional 60—40 portfolio.

Webinar 5: Understanding investing: ethical and sustainable investment

Webinar 4: Understanding investing: CC14 and how to develop an investment policy

Webinar 3: Understanding investment tools: the relationship between risk and return

The past six months have been times of unprecedented uncertainty and disruption for charities. This brief guide looks at how sound governance and financial planning can help charities navigate this and future crises.