March Performance Update: Trends and Observations
We are pleased to announce that we made changes to our monthly performance and risk data update for a selection of multi-asset funds. As...
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
PMCL Consulting
- Apr 4, 2023
- 2 min
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
- Mar 17, 2023
- 1 min
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
- Feb 9, 2023
- 1 min
What the Economic Environment Means for Trustees
What the economic environment means for Trustees, by Tatyana Mursalimov.
PMCL Consulting
- Jan 16, 2023
- 1 min
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 13, 2023
- 5 min
Investment Policy Reviews
In the Charity Finance Yearbook 2023, published by Civil Society Media Ltd, Tatyana Mursalimov explores what the current environment...
PMCL Consulting
- Dec 6, 2022
- 4 min
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 led...
PMCL Consulting
- Nov 8, 2022
- 8 min
How Alternative are Alternative Investments?
Charity Finance convened a panel of experts (including PMCL's Tatyana Mursalimov) to discuss the role of alternative investments in the...
Edward Jewson
- Sep 23, 2022
- 2 min
Fifth Anniversary of PMCL Consulting
September is the fifth anniversary of the launching of PMCL Consulting - reflections of Founder and CEO, Edward Jewson.
Edward Jewson
- Jul 4, 2022
- 3 min
The Old and the New of Investing in the Time of Crisis
This is the second article in the series Reflections on the past three decades of charity investing by Edward Jewson, founder and CEO of...
Edward Jewson
- May 16, 2022
- 3 min
Reflections on the Past Three Decades of Charity Investing
Over the next few months, I thought that I would set out my experiences of advising charities over the past three decades and why I...
Tatyana Mursalimov
- Jan 16, 2022
- 3 min
Charity Investments - 2022 Outlook
Looking back at 2021, according to the Charity Commission Covid-19 Survey, nearly all charities (91%) in England and Wales have...
Tatyana Mursalimov
- Dec 15, 2021
- 3 min
ESG and Direct Lending
David Smart of PMCL Consulting participated in the panel discussion on ESG at the Direct Lending Outlook Europe 2022 event in November....
Tatyana Mursalimov
- Nov 1, 2021
- 4 min
A Guide to Reviewing your Charities Investment Manager
Reviewing investment performance and managers on a regular basis is a legal responsibility of trustee boards where charities have...
Tatyana Mursalimov
- Jun 30, 2021
- 2 min
Five Top Tips on Diversifying your Charity Investment Portfolio
A need to diversify investments is a requirement for charity trustees to act within the law, as stated in the Charity Commission's Guide...
bottom of page