top of page
Knowledge Hub
Welcome to our Knowledge Hub! Here you will find our latest news, our series of 'Expert Views' where we discuss the Foundations of a Robust Charity Investment Strategy and other interesting articles.
Professional Investors
If you are a Professional Investor, you may be interested to see our Monthly Information Sheet which provides useful insights and analyses for charity management teams and trustees. Click the button below to access.
Search
When Valuations Run High: How to Think About Market Exposure
Should investors be worried about US market exposure?
Tatyana Mursalimov
Oct 35 min read
Case Studies in Focus: Refining a Multi-Asset Sustainability Fund for Higher Return and Lower Cost
This case follows a faith-based foundation asking: “How do we improve returns and reduce cost without disrupting a manager relationship that’s otherwise working?”
Tatyana Mursalimov
Aug 273 min read
Case Studies in Focus: Designing a Sustainable Spending Policy for a Permanently Endowed Local Foundation
This case study follows a £100m endowed foundation facing a common dilemma: could they maintain higher grant spending without compromising the long-term value of their endowment?
Tatyana Mursalimov
Aug 133 min read
Case Studies in Focus: Turning a Legacy 80/20 Portfolio into a Twin-Purpose, Passive ESG Engine
Explore how a prestigious UK charity managing a £20m portfolio transitioned from a legacy 80/20 allocation to a clear, twin-purpose ESG strategy -without increasing governance burden
Tatyana Mursalimov
Jul 283 min read
Tariffs and Turbulence
What Trustees Should Take from Recent Market Moves
Tatyana Mursalimov
May 225 min read
Joined-Up Thinking
The importance of a holistic approach to financial management
Tatyana Mursalimov
Apr 34 min read
Navigating 2024
How Charity Investment Managers Performed and Why
Robert Hayes
Mar 245 min read
How to Judge Your Managers?
A Guide for Charity Trustees
Robert Hayes
Mar 244 min read
Streamlining Investment Management for Charities
How Many Investment Managers Does Your Charity Really Need?
Tatyana Mursalimov
Nov 19, 20243 min read
Foundations of a Robust Charity Investment Strategy: Risk, Return and a bit of maths
This article continues our exploration of Strategic Investment Framework for Charities , a series of articles for charity trustees and...
Robert Hayes
Feb 19, 20245 min read
Foundations of a Robust Charity Investment Strategy: Thinking About Risk
This article continues our exploration of Strategic Investment Framework for Charities , a series of articles for charity trustees and...
Robert Hayes
Jan 17, 20245 min read
Foundations of a Robust Charity Investment Strategy: Setting your objectives
This is the second article in the series on Strategic Investment Framework for Charities that we worked on in collaboration with Robert...
Robert Hayes
Dec 11, 20234 min read
Foundations of a Robust Charity Investment Strategy: Starting with the Basics
The objective of these papers is to help equip Trustees with a framework for reviewing, setting and implementing their investment policy
Robert Hayes
Nov 22, 20233 min read
bottom of page