Knowledge Hub

  • Becoming more imaginative with charity investing

    Topics: Risk / Investment / Environmental, social, governance (ESG) / Banking and financial services
    Posted by: Rachel Titchen
    On: 26.09.2024

    Rachel Titchen, Charities and Investment Director at consultancy Broadstone, calls for a more flexible and adaptive approach to charity investing.

    Time to read: 4 minutes
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  • Update: Charity Investment Governance Principles are on their way

    Topics: Investment / Governance, legal and compliance
    Posted by: Richard Sagar
    On: 10.09.2024

    Charities and other interested parties are working together to develop the Charity Investment Governance Principles (CIGP), following a consultation that will inform best practice in decision-making around charity investments.

    Time to read: 1 minutes
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  • We're 'Shaping Tomorrow' with HSBC Global Private Banking

    Topics: Risk / People and culture / Leadership and career development / Investment
    Posted by: CFG
    On: 17.06.2024

    As this year's headline sponsors of CFG's Annual Conference on 27 June, Sophie Ward from HSBC Global Private Banking invites you to attend their conference session and explains why now is the best time to 'shape tomorrow', together.

    Time to read: 1 minutes
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  • Research

    Spence Charity DB Pensions Report now out

    Topics: Pensions / Investment
    Posted by: CFG
    On: 20.03.2024

    A new report by Spence indicates that high levels of scheme funding are expected to drive a renewed focus on end-game planning for DB schemes. Read on for the results of the analysis and to download the report...

    Time to read: 2 minutes
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  • Capital gains tax changes and maximising your charity’s fundraising

    Topics: Tax and VAT / Investment
    Written by: Paul Mathias
    On: 12.10.2023

    Charities can benefit from donations of shares and it can be advantageous to individual donors too. Paul Mathias from RBC Brewin Dolphin explains how recent tax changes can boost charitable giving.

    Time to read: 4 minutes
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  • Revised guidance on investing charity money

    Topics: Investment / Governance, legal and compliance / Environmental, social, governance (ESG)
    Written by: Richard Sagar
    On: 02.08.2023

    CFG's Head of Policy, Richard Sagar, takes a look at the Charity Commission's revised guidance on charity investments (CC14) and shares an update on the sector's work to develop complementary principles.

    Time to read: 3 minutes
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  • Interview

    How charity Keep Britain Tidy is clearing the path to net zero

    Topics: Risk / People and culture / Pensions / Investment / Environmental, social, governance (ESG)
    Written by: Emma Abbott
    On: 17.07.2023

    Ruth Jenkins, Finance Director at environmental charity Keep Britain Tidy, talks about her transformative net zero work and shares the ‘easy wins’ she believes will go a long way to protecting all our futures.

    Time to read: 11 minutes
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  • Event

    Meet our conference sponsors: HSBC Global Private Banking

    Topics: Risk / Investment / Environmental, social, governance (ESG) / Banking and financial services
    Posted by: Emma Abbott
    On: 22.05.2023

    Ahead of CFG's Annual Conference 2023, Sophie Ward, Head of Charities and Education at HSBC Global Private Banking, talks to Emma Abbott about the resilience of UK charities, how the sector is evolving its commitment to sustainability and how charities are adapting their investment strategies...

    Time to read: 3 minutes
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  • To divest or not to divest? That is the question...

    Topics: Investment / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 10.05.2023

    Is divestment always the right approach? Is there another, better way? Rathbones’ Andrew Pitt and Matt Crossman look at the issues and share a case study highlighting the power of engagement.

    Time to read: 5 minutes
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  • Is divestment the right approach for net zero?

    Topics: Investment / Environmental, social, governance (ESG)
    Written by: Patrick Trueman
    On: 14.03.2023

    CFG continues to lead the debate on ethical investments and net zero. In this article, Patrick Trueman from James Hambro & Partners considers the issue of divestment and what difference it's making.

    Time to read: 4 minutes
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  • How can trustees balance ethics and returns?

    Topics: Investment / Governance, legal and compliance / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 01.02.2023

    How can trustees weigh the financial implications of an ethical policy with their charity’s values and purpose? James Flett from RBC Brewin Dolphin explores the issues.

    Time to read: 5 minutes
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  • Investing in the energy transition

    Topics: Investment / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 01.02.2023

    How are investors viewing the transition to renewable energy? Conan McKenzie and Angus Dell from BlackRock take a look at the big picture and explain how BlackRock are playing a role in the move to net zero.

    Time to read: 5 minutes
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