Sponsored by
Search Caritas Magazine Archive

Investment - Investment strategy

Search results for Investment - Investment strategy (31)
Displaying results 1 - 20

New Search

Articles

The only way is up

Brian O’Reilly reviews the investment implications for charities where inflation pressures are building and interest rates can only rise


Latest issue

People, look East

Robert Hepworth reveals some insights from his trip to India and Singapore and discusses why this region should feature in a charity’s investment portfolio


July 2011

Of geese and golden eggs

Jonathan Gold and David Willis are concerned that a continued search for income could erode long-term portfolio asset values


June 2011
Of geese and golden eggs

Cycling on a tightrope

Matthew Hudson reviews the current position in the economic cycle and recommends a defensive approach to equity holdings


May 2011
Cycling on a tightrope

It's all in the mix

David Richardson demonstrates how a segregated approach to portfolio construction is tailored to a charity’s specific requirements


February 2011
It's all in the mix

Global trends

Following the Caritas Guide to Finance article on investment styles last month, Virginie Maisonneuve picks out some key themes for 2011 and beyond


January 2011
Global trends

A flick of the switch

Richard Maitland argues that attitudes to investment styles and asset choices need to be flexible and not entrenched.


November 2010
A flick of the switch

Call to action

John Chatfeild-Roberts shares his approach to active asset management and why he thinks it is a better option than passivity.


October 2010
Call to action

New streams

Malcolm Hayday looks over the funding precipice and calls for greater flexibility and a reality check on how to pay for ‘big society’


September 2010
New streams

Full of Eastern promise?

Roger Curtis makes the case for looking again at fixed-income portfolios and investing in Asian bonds.


July 2010
Full of Eastern promise?

Another country

Charles Mesquita reviews the risks and opportunities when it comes to investing in emerging-market equities 


June 2010
Another country

On the couch

Greg Davies and Daniel Egan update their optimal behaviour research in the light of the economic downturn


April 2010
On the couch

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?

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

Lucky dip?

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


July 2009
Lucky dip?

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

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

 1   2  Next


Charities | Accommodation/Housing | Animals | Arts/culture | Disability | Economic/Community development/Employment | Education/Training | Environment/Conservation/Heritage | General Charitable Purposes | Medical/Health/Sickness | Other charitable purposes | Overseas aid/Famine relief | Relief of Poverty | Religious activities | Sport/recreation

Advisers | Accountancy | Actuarial Consultancy | Auditors | Auditors (Internal) | Banks | Conference and Venue Hire | Design Services | Financial Advisers | Fundraising Consultants | Fundraising Services | Human Resources | Insurance Brokers | Insurance Providers | Investment Managers | IT | Legal Advisers | Mailing and Fulfilment | Promotional Merchandise | Property Advisers | Recruitment | Response Handling | Retail Management | Risk and Insurance Consultancy | Stockbrokers | Training and Development | VAT Consultants

Caritas Magazine | ACEVO | CFDG | Data & Research | Editorial | Finance | First Person | Funding | Governance | Investment | Legal | Management | NCVO | News Review | Social Enterprise | State of play | Supplements | Viewpoint

Caritas Magazine Issues | Latest issue | July 2011 | June 2011 | May 2011 | April 2011 Supplement | April 2011 | March 2011 | February 2011 | January 2011 | December 2010 supplement | December 2010 | November 2010 | October 2010 | September 2010 | September 2010 Supplement | August 2010 | July 2010 supplement | July 2010 | June 2010 | May 2010 | May 2010 supplement | April 2010 | March 2010 | February 2010 | January 2010 | December 2009 | November 2009 | November 2009 Supplement | October 2009 | September 2009 | August 2009 | July 2009 | June 2009 | June 2009 Supplement | May 2009 | April 2009 | March 2009 | February 2009 | January 2009 Supplement | January 2009 | December 2008 | November 2008 | October 2008 | September 2008 | August 2008 | July 2008 | June 2008 | May 2008 | April 2008 | March 2008 | February 2008 | January 2008 | December 2007