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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.
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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.
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Preparing for the Unpredictable: Geopolitics and the Market
From trade tensions to elections and conflicts, politics is never far from investors’ minds. But how much does it really matter for portfolios - and how can investors stay resilient amid uncertainty?
Tatyana Mursalimov
Oct 223 min read
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: A Seven-Year Investment Partnership That Delivered Clarity, Control and Cost Savings
In this final post, we explore something different: how a single investment strategy review in 2018 became the start of a seven-year partnership.
Tatyana Mursalimov
Sep 294 min read
Case Studies in Focus: Replacing an Incumbent Manager Through a Rigorous, End-to-End Selection Process
In our latest Case Studies in Focus, we share how we helped a UK foundation replace a long-standing manager through a structured, transparent process.
Tatyana Mursalimov
Sep 173 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
PMCL Named One of eprivateclient’s Top Investment Consultants for 2024
We are delighted to announce that PMCL has been recognised as one of eprivateclient’s Top Investment Consultants for 2024.
Tatyana Mursalimov
Nov 5, 20241 min read
PMCL Consulting Joins Charity Investment Consulting Partnership (CICP)
PMCL Consulting has become a founding member of the Charity Investment Consulting Partnership (CICP).
Tatyana Mursalimov
Oct 4, 20241 min read
Food For Thought….. Where should trustees go from here?
In this article, Ed Jewson talks about the current market environment and considerations for charity trustees reviewing their portfolios.
PMCL Consulting
Apr 4, 20232 min read
Best Practice for Charity Investment Policies
Regulation, investment markets, risks and requirements for Charity Trustees have all evolved rapidly in recent years. In November 2022...
PMCL Consulting
Mar 17, 20231 min read
What the Economic Environment Means for Trustees
What the economic environment means for Trustees, by Tatyana Mursalimov.
PMCL Consulting
Feb 9, 20231 min read
Trustee Training Held in Partnership with BlackRock
In Q4 2022, PMCL, in partnership with BlackRock's Charity and Endowments team, held a trustee training session which covered a number of...
PMCL Consulting
Jan 16, 20231 min read
Investment Policy Reviews
In the Charity Finance Yearbook 2023, published by Civil Society Media Ltd, Tatyana Mursalimov explores what the current environment...
PMCL Consulting
Jan 13, 20235 min read
Enhancing Reputation Through a Charity's Investment Portfolio
The Charity Finance Group published the following article in November 2022. You can view this on their website here . Charities once...
PMCL Consulting
Dec 6, 20224 min read
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