Bates Wells' Faith-based Organisations Update 2022
27 July 2022
Bates Wells' 2022 update for faith-based organisations contains insights from the team and guest contributors on current issues in social investment. Topics also span recent case law, recruitment and governance.
Cash Held as Investment
5 May 2022
Factsheet on what can and should be shown as cash on the balance sheet and what can and should be shown as an investment.
Meet our Sponsors: HSBC Global Private Banking
4 May 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 ...
Finance Focus Mar/April 2022
4 April 2022
How can we connect with our purpose and empower our communities? This year's Annual Conference will explore those questions and more. Also in this edition, we take a look at ...
Economic Outlook Briefing 2022/23
10 March 2022
Charity Finance Group and Pro Bono Economics provide an overview of the key economic issues and trends that may affect charities in the UK over the 2022/23 financial year. PDF ...
Finance Focus January 2022
28 January 2022
Welcome to the first edition of Finance Focus in 2022! This month, we welcome some new faces to CFG and dive into what the year ahead holds for policy and ...
Finance Focus October 2021
29 October 2021
This month, we consider reputational risk and what it means to charity finance leaders, and we share some of the stories of organisational change from this year's Annual Conference. We ...
INGO FX Insights Report 2021
13 July 2021
This survey is a groundbreaking, sector specific, foreign exchange report which reflects insights from more than 100 internationally operating UK-based charities. The report highlights the issues INGOs face in their ...
Finance Focus May 2021
28 May 2021
Responsible investment is the focus of this month's edition. Our corporate partners share their advice and insights on how to invest responsibly and ethically. We also hear from Rachel Hewitt ...
CFG Briefing: Budget 2021
3 March 2021
CFG's member briefing on the Chancellor's Budget Statement, 3 March 2021.
Finance Focus September
22 September 2020
Let's raise our voice to raise Gift Aid!
Risk in an uncertain world
13 February 2020
Nick Murphy, Head of Charities, Partner, Smith & Williamson Investment Management LLP 1.0.0.20
Writing your charity's investment policy
23 September 2019
1.0.0.20
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 ...
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 ...