Investment Strategies and Policies incl. SRI

  • Structured Products

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

    This article examines the subject of Structured Products.

  • Alternative Investment

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 03/05/2011
    Upload date: 03/05/2011

    This document examines how agricultural production is vital.

  • Long-term Returns and Asset Allocation

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

    This article examines what has been the actual investment experience of charities.

  • Responsible Investment Approaches to Non-Equity Investments

    Author name: Not supplied
    Author organisation: Ethical Investment Research Services
    Publication date: 30/09/2006
    Upload date: 19/04/2011

    This briefing paper explores the investment options in non-equity asset classes available to charities with Responsible Investment policies.

  • Planning Investment Policy

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

    This article gives a guideline to charities when investing in the stock market.

  • Charities - Adapting to a Brave New World

    Author name: Lee Coates
    Author organisation: Ethical Screening
    Publication date: 11/03/2004
    Upload date: 31/05/2011

    Since the Trustee Act 2000, Charity Trustees have had to adapt to a myriad of new rules, regulations and procedures.

  • 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: 19/04/2011

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

  • The Magic Roundabout

    Author name: Geraldine Peacock, Keith Hickey, Paul Voller, Kate Sayer, Nick Wilkie
    Author organisation: Bircham Dyson Bell and Sayer Vincent
    Publication date: 01/05/2003
    Upload date: 05/08/2011

    An introductory guide to Programme Related Investment

  • Derivatives

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

    This article defines derivatives and explains how they can be used.

  • 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.

  • The Responsible Investment Approaches of Common Investment Funds

    Author name: Not supplied
    Author organisation: Ethical Investment Research Services
    Publication date: 31/10/2006
    Upload date: 19/04/2011

    Common Investment Funds (CIFs) are central components of the investment approach of many charities. CIFs, constituted as charities in their own right, are pooled investment vehicles –similar to unit trusts – specifically set up for charities.

  • Financial Objectives and Investment Strategy

    Author name: Not supplied
    Author organisation: The Nuffield Foundation
    Publication date: 04/01/2003
    Upload date: 06/06/2011

    A summary of The Nuffield Foundation’s Financial Objectives and Investment Strategy.

  • Emptying The Medicine Cabinet

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 03/04/2009
    Upload date: 19/04/2011

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

  • Email
  • Twitter
  • Facebook
  • Linkedin

© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
A Company Limited by Guarantee. Registered in England No. 3182826, Registered Charity No. 1054914, Registered VAT No. 945 6038 09.