Knowledge Hub

  • Inflation risk, cash and investment reserves: Making your assets work for you

    Topics: Risk / Investment / Governance, legal and compliance
    Written by: Vicky Eastwood
    On: 10.08.2022

    How will steep price increases affect your charity and cash reserves? Vicky Eastwood, Charity Investment Manager at Brewin Dolphin, considers the implications of rising inflation and whether now is the time to think about investment.

    Time to read: 3 minutes
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  • Case study: How Stewardship is generating kingdom impact

    Topics: Investment / Funding / Environmental, social, governance (ESG)
    Written by: Janie Oliver
    On: 25.07.2022

    What are the impacts of your investments? Janie Oliver, Chief Financial Officer at Stewardship, shares a framework for impact that puts your most important goal at the centre of investment.

    Time to read: 3 minutes
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  • CFG comments

    What does a recent High Court judgment mean for your investments?

    Topics: Governance, legal and compliance / Investment
    Written by: Richard Sagar
    On: 19.05.2022

    What does the Butler-Sloss v Charity Commission High Court judgment mean for trustees when making investment decisions? CFG's Head of Policy, Richard Sagar, sets out the principles.

    Time to read: 3 minutes
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  • Event

    Meet our Sponsors: HSBC Global Private Banking

    Topics: Investment
    Posted by: CFG
    On: 04.05.2022

    We speak to Sophie Ward, Head of Charities and Education at HSBC Global Private Banking, about the new purpose of wealth, how charities are viewing their investments in a post-Covid world, and what advice she offers finance leaders in the space.

    Time to read: 3 minutes
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  • Risk in an uncertain world

    Topics: Investment
    Posted by: Guest blogger
    On: 13.02.2020

    Nick Murphy, Head of Charities, Partner, Smith & Williamson Investment Management LLP

    Time to read: 6 minutes
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  • New research: Charity ‘hopes and fears’ for 2020 and beyond

    Topics: Investment
    Posted by: Guest blogger
    On: 30.01.2020

    By Brewin Dolphin’s Head of Charities, Ruth Murphy

    Time to read: 4 minutes
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  • Why the Masonic Charitable Foundation became the first charity to sponsor a CAIF

    Topics: Investment
    Posted by: Guest blogger
    On: 16.10.2019

    Charles Angus, Finance Director for Masonic Charitable Foundations, explains why the Masonic Charitable Foundation became the first charity in the UK to sponsor its own charitable authorised investment fund, or CAIF, and shares his experience as a lesson for other charities.

    Time to read: 4 minutes
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  • Trustee tips for responsible investing

    Topics: Investment
    Posted by: Guest blogger
    On: 18.07.2019

    Responsible investment can be a great opportunity to align your investments with your charity. But how do you marry up the vast range of investment possibilities with your charity’s financial future? Robert Seifert and Austen Speakman from Brooks Macdonald provide some helpful dos and don’ts to turn your goals into meaningful responsible investment actions.

    Time to read: 3 minutes
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