Investment Management

  • Emptying The Medicine Cabinet

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 03/04/2009
    Upload date: 13/04/2011

    This Investment Bulletin from Saunderson House explains Quantitative Easing (“QE”) and the implications for investment portfolios.

  • Investment Policy

    Author name: Woodland Trust
    Author organisation: Woodland Trust
    Publication date: 18/06/2009
    Upload date: 14/02/2012

    This document covers the objectives of the policy, implementation, ethical considerations, and ancillary aspects including portfolio management and structure, risk management, types of investment, restrictions, cash and short-term investment holdings outside investment portfolios, and definitions.

  • Fixed Interest – Switch From Conventional Gilts To Highly-Rated Corporate Bonds

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 23/01/2009
    Upload date: 13/04/2011

    This Investment Bulletin from Saunderson House assesses the potential risks and rewards of switching from gilts to high quality corporate bonds.

  • Fixed Interest – A Further Allocation To Corporate Bonds

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 12/06/2009
    Upload date: 13/04/2011

    This Investment Bulletin from Saunderson House advises an increased allocation to corporate bonds within the context of a reduced risk of deflation.

  • Is Cash Safe In Stormy Seas?

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 13/02/2009
    Upload date: 19/04/2011

    This Investment Bulletin from Saunderson House considers the issues for investing cash in the context of the current financial crisis.

  • Pointers – Ten Tax Tips To Minimize The Forthcoming Higher Rate Squeeze

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 13/07/2009
    Upload date: 13/04/2011

    This Investment Bulletin from Saunderson House offers ten tips on how to minimize the impact of the 50% tax rate on taxable income exceeding £150,000.

  • Market Commentary July 2009

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 20/07/2009
    Upload date: 19/04/2011

    Saunderson House provide an analysis of the economic and market conditions affecting investments as at July 2009.

  • Implementing Investment Policy and Monitoring the Results

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 07/06/2011

    This document covers how a charity should go about choosing an Investment Manager.

  • Instructing an Investment Manager and Assessing Performance

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 07/06/2011

    This document examines how to instruct and assess the performance of an investment manager.

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