Investment

The need for charities to diversify their income streams has never been greater, but finding new sources of funding can be a challenge.

In order for charities to be bold in their investment-related activities it’s vital that they build a culture of resilience in these tricky times. Use our resources to help you review and refresh your investment strategy. Our guides and events will help you to consider how your funding structure works, how it is affected by the size of your portfolio and how to involve trustees effectively in managing your investment portfolio.

 

Annual Conference 2020
13 October 2020
Book your place now!

POSTPONED - Advanced Investment Training
10 June 2020

Writing your charity's investment policy
23 September 2019
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Creating a Strategic Investment Policy
27 January 2011
Tips on how to create a strategic investment policy.

How to Approach Investment in a Challenging Market Environment
29 November 2010
The aim of this paper is ensure that charity trustees understand how they need toadhere to the investment measures under by the Trustee Act 2000 and relatedguidance from the Charity ...

Financial Reserves Policy and Current Target Reserve Levels
4 November 2009
This document covers principles, structures and definitions, purposes of each fund, investment considerations and monitoring and reviewing the policy.

Investment Policy
18 June 2009
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 ...

Risk in an uncertain world
13 February 2020
Nick Murphy, Head of Charities, Partner, Smith & Williamson Investment Management LLP 1.0.0.20

New research: Charity ‘hopes and fears’ for 2020 and beyond
30 January 2020
By Brewin Dolphin’s Head of Charities, Ruth Murphy 1.0.0.20 1.0.0.20 1.0.0.20 1.0.0.20 1.0.0.20 1.0.0.20

Why the Masonic Charitable Foundation became the first charity to sponsor a CAIF
16 October 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 ...

Trustee tips for responsible investing
18 July 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 ...

10 questions to ask before borrowing
10 December 2018
By Phil Caroe, Chief Operating Officer at Allia Impact Finance Whether your charity is looking at borrowing for the first time or you’ve taken out loans before, here are 10 ...

How can charity investors perform better in a volatile market?
9 January 2018
Ahead of his session at our Investment Conference 2018, James Money-Kyrle looks at navigating the road in a volatile market.

The wash-up from Investment Conference 2017
7 December 2017
In January, CFG held its Investment Conference 2017. Instead of a ‘conference’ style format, delegates were seated at round tables hosted by CFG’s corporate partners. The aim of this new ...

Using social investment to become financially sustainable
1 December 2017
Cass Centre for Charity Effectiveness' Director of Social Finance and Social, Mark Salway, discusses Social Investment as a way forward to create a sustainable future for charities. 

New report should prompt major re-evaluation of social investment
26 July 2016
Last week saw a report issued by Social Spider’s on social investment “The Forest for the Trees”. 

Guest blog: Insights into charity investment practices
10 June 2016
This guest blog is courtesy of Newton Investment Management. It provides an overview of some of the key findings from their recent survey of charity leaders, shedding light of charity ...

How is local government using social investment?
29 February 2016
Geetha Rabindrakumar, Head of Social Sector Engagement, Big Society Capital talks about how local authorities are using innovative new social investment methods to tackle long term problems in the midst ...

A chance to restart the social investment conversation
31 March 2015
Last Friday saw the launch of the Alternative Social Investment Commission’s report. You can read the full report with its conclusions and recommendations here.

CFG’s response to the social investment tax relief consultation: acceleration of “a great force for social change on our planet” or a missed opportunity?
5 September 2013
Why the social investment tax relief is potentially good news for charities

It takes two to tango with the social investment tax relief
10 July 2013
With social investment recently hailed by the prime minster as ‘a great force for social change on the planet’ you’d be forgiven for thinking there was rather more of it ...

Aberdeen Standard Capital
Aberdeen Standard Capital has a dedicated charity investment team ready to help you achieve your investment objectives. Located in offices across the UK, we are ideally placed to provide you ...

ALLIA C&C
Allia C&C helps registered charitable organisations such as housing associations, care homes and other charities raise loan finance for their growth and development plans.

Barings
Barings has been helping Charities since 1927* and was one of the first investment managers to establish a specialist charity team in 1968. We work in partnership with Charities, from ...

BlackRock Investment Management
Today BlackRock manages approximately £4.5bn (at 31 March 2019) for over 3,000 UK charities. With over 30 years of experience in managing charity assets, our dedicated team aims to give ...

Brewin Dolphin
Our charity specialists, located across the UK, are dedicated to charity investment management. Our service is designed to provide the investment returns sought by your investment strategy, and to enable ...

Brooks Macdonald
We have a Charity Bespoke Portfolio Service that is designed for trustees who desire a truly tailored investment portfolio designed to reflect their charity’s specific individual requirements.

CCLA
CCLA exists to deliver specialist investment management to charities and not-for-profits.

Charities Aid Foundation (CAF)
We understand the priorities and challenges that charities face, and the need for confidence and security, when it comes to managing money.

Charles Stanley
Charles Stanley is one of the UK’s leading wealth managers. Providing a bespoke discretionary investment management service, creating financial security for our many charity clients. Our approach is to develop ...

Edentree Investment Management
Others have been jumping on the responsible investing bandwagon, but EdenTree were the band before there even was a wagon. With a 30 year track record of investing responsibly and ...

Goldman Sachs International
Goldman Sachs is an experienced adviser and partner for a wide range of charity and NFP organisations. We are viewed by our charity clients as a boutique-style firm in terms ...

HSBC UK Bank Plc
Proudly providing banking services to over 35,000 charities from the very largest to the smallest local community organisations.

Investec Wealth & Investment
Investec Wealth & Investment’s specialist Charities Team is vastly experienced in helping not-for-profit organisations to navigate the complex financial issues they face. We currently manage over £1.47 billion for more ...

Lloyds Bank PLC
Based in Gresham St London, but with strategically placed colleagues in various geographic locations around the country to enable us to provide a local, personal service for charities operating in ...

Newton Investment Management
Our sole business is investment management, and we aim to deliver long-term performance for our clients.

Quilter Cheviot
How do you navigate investment challenges & opportunities?

Rathbone Investment Management
Rathbones welcomes charities of all shapes and sizes

Rothschild Wealth Management
We have a differentiated investment approach that aims to meet a charity’s long-term spending needs as well as preserving and growing its wealth in real terms

Santander
Our dedicated and experienced Relationship Directors understand the unique needs of the charity & not-for-profit sectors.

SEI Investments Ltd
We have over 20 years’ experience of working with charity organisations and globally, we work with over 175* charities, totaling £18bn* in assets under management.

Smith & Williamson Investment Management
Smith & Williamson is managed by our partners and staff, providing investment, accountancy, financial advisory and banking services across the UK and Ireland.

Triodos Bank
Our bank was founded on the conviction that banking can be a powerful force for good. Through our range of financial and banking services, we connect individuals, entrepreneurs and organisations ...

Waverton Investment Management
Waverton is an award-winning discretionary investment management firm providing portfolios that are directly invested, actively managed and truly global. Our dedicated charities team understands the demanding and accountable environment in ...