Charity articles and videos
In this section you will find insight articles and trustee training videos.
Articles for trustees
Trump’s return: What it means for your investments and financial future
With President Donald Trump back in the White House find out what impact his policies, such as lower taxes, could have on your investment portfolio
Easy does it for central banks and China
A monthly round-up of global markets and trends
Science Based Targets: what charities need to know
Charities can find it hard to measure how their underlying portfolios hold up to their responsible investment objections, but using Science Based Targets could help provide objective insights for charity investment committees
Could falling inflation and a soft jobs market lead to lower interest rates in UK?
Diversifying away from the Magnificent Seven
Discover ways to diversify beyond the Magnificent Seven stocks for a balanced investment strategy that’s not too weighted in artificial intelligence
Should charities invest in Artificial Intelligence (AI)?
The emergence of artificial intelligence (AI) as a business tool and as an investable theme presents a compelling opportunity for charities both by affecting their own business operations and enhancing their portfolios’ performance, potentially amplifying their impact on the causes they support.
Jargon busting: what you really need to know
The investment industry is fond of jargon. Deciphering this alphabet soup of acronyms can give the impression that investing is complex and impenetrable
Why the S in ESG?
The case for managing the environmental impact of the companies in which we invest is clear. We are in the middle of a climate emergency that requires immediate and drastic action. Increasingly, however, social factors are becoming just as important for the long-term sustainability of companies. We believe that the move to incorporate social metrics into investment decision-making is likely to be one of the strongest trends over the next decade.
Social capital - reporting and measuring
For trustees, social investment offers an opportunity to align a charity’s investment strategy with its charitable goals. Bringing about social change, from alleviating poverty to tackling discrimination to preventing abuse, is often core to a charity’s purpose. Social impact investing allows a charity to super-charge its impact in key areas. However, measuring social impact comes with more complexity than environmental or governance assessment.