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Articles

Back to business school

David Livingston explores what academic theory can teach the sector about investing capital for charities


March 2010
Back to business school

The road less travelled

Kate Rogers picks up the theme of Robert Frost’s poem and introduces two perspectives on the investment climate

 

February 2010
The road less travelled

Currency speculation or risk management?

Andrew Derry highlights the foreign exchange exposure INGOs face and asks if foreign exchange hedging is an appropriate solution


January 2010
Currency speculation or risk management?

A class of their own?

David Burnside analyses the case for hedge funds in an institutional framework


December 2009
A class of their own?

Shoulders of giants

Aofinn Devitt analyses the Yale approach to investment management and finds some learning points for charities despite the foundation’s scale


November 2009
Shoulders of giants

Cash call

Thomas Meade gets back to basics on treasury management in turbulent times


October 2009
Cash call

Matching funds

John Dale suggests that the reduced financial strength of US foundations highlights some lessons for UK charity trustees.


September 2009
Matching funds

Back to bricks and mortar?

Andrew Allen considers property's position as a core asset class within a charity's portfolio


August 2009
Back to bricks and mortar?

Lucky dip?

Heather Lamont suggests topics for discussion at a portfolio strategy review meeting with your investment manager
 


July 2009
Lucky dip?

Asset classes and portfolio components

A brief round-up...


June 2009 Supplement
Asset classes and portfolio components

Choosing investment managers

Managing an investment portfolio is an art not a science and requires specialist skills and knowledge


June 2009 Supplement
Choosing investment managers

How to develop your investment strategy

When the Investment Powers Working Group conducted a review on behalf of the charity sector into the possible implications...


June 2009 Supplement
How to develop your investment strategy

Implementing your investment policy

Once the investment policy statement has been finalised...


June 2009 Supplement
Implementing your investment policy

Reporting and reviewing investment information

Although investment performance should be the main determinant of trustees' satisfaction...


June 2009 Supplement
Reporting and reviewing investment information

Spreading it around...

John Hildebrand asks whatever happened to diversification


June 2009
Spreading it around...

Hobson's choice?

Investors should grasp what drives returns of each asset class, prize liquidity and beware leverage, says Richard Maitland
 


May 2009
Hobson\'s choice?

Optimal behaviour

Greg Davies looks at the relationship between individual psychological risk tolerance and portfolio management


April 2009
Optimal behaviour

Funding in turbulent times

Generating income to fund charitable expenditure is getting tougher. Kate Rogers summarises the key issues...


March 2009
Funding in turbulent times

In perspective

David Miller considers reserves and volatility issues in capital preservation strategies


February 2009
In perspective

Beneath the trees...

Richard Maitland is not impressed with what alternative investments have delivered in the recent bear market...


January 2009
Beneath the trees...

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