Portfolio practice
May 2008
Tim Maile takes a look at what charities should consider in their investment portfolio...
Successful portfolio construction is not just about diversification, it’s also about understanding the role each asset has to play in helping the charity achieve its ultimate goals.
Author: Tim Maile
Tim Maile is an executive director and head of charity investment management at Citi Quilter. Tim has over 25 years' experience in the financial services industry and has experience both as trustee and investment manager of a range of charity accounts. He is also a fellow of the Securities Institute
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