Revised guidance on investing charity money
2 August 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 ...
Is divestment the right approach for net zero?
14 March 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 ...
How can trustees balance ethics and returns?
1 February 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.
Investing in the energy transition
1 February 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 ...
Crowe and CFG annual round-up 2023
27 January 2023
On 12 January 2023, Crowe UK and Charity Finance Group ran an annual round-up event, highlighting key legal and regulatory changes and updates. This ever-popular event covered a wide range ...
Writing an ethical investment policy
6 December 2022
A charity’s ethical investment policy forms an important part of the wider investment policy. But where to start when writing it? Isobel Fraser from Waverton Investment Management shares five top ...
Factsheet: Cash held as investment
23 November 2022
Is your charity holding cash back as an investment? If so, are you following recommended practice in your reporting? CFG's special advisor Pesh Framjee shares the guidance.
How to invest in a world of high inflation
13 October 2022
How can charities respond to this year’s spike in inflation from an investment perspective? Patrick Trueman from James Hambro & Partners considers some of the implications and shares ways to ...
Charities and the path to net zero
7 October 2022
Climate change is no longer a fringe concern for charities. Richard Sagar, Head of Policy at Charity Finance Group, introduces a new guide that offers practical first steps on the ...
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 ...
Risk in an uncertain world
13 February 2020
Nick Murphy, Head of Charities, Partner, Smith & Williamson Investment Management LLP 18.104.22.168
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 ...
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 ...