Charity Annual 2016


In this, our second, annual, we have collected some interesting articles that we feel could be useful reading for long term charity investors. We hope to capture some of the best ‘new’ ideas and cover updates in regulatory and investment thinking that may be relevant to the management of your charitable assets.

Download the annual

Links to articles, research and citations


Investment thoughts


A model portfolio


Global economy in pictures

Intentional Investing Article

Responsible investment trends


Reflecting climate change in portfolios


Living Wage: a UK perspective


Is sugar turning Big Food into the next Big Tobacco?

Valuing time Article
Sector thoughts  
Financial Sustainability Review Research
Foundation Giving Trends Research
Building financial resilience Article
Regulatory thoughts  
The Essential Trustee - Press release Press release
 The Essential Trustee - Consultation Research
Good Trustee Guide Research

Charity Authorised Investment Funds