Investment knowledge centre

SPOTLIGHT ON CHARITY INVESTING

Whether you’re new to investing or you’ve been investing for years, our resources can help you make the most of your charity’s funds.

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

HELPING YOU TO MAKE GOOD INVESTMENT DECISIONS

The Investment knowledge centre includes the latest news and commentary on investing for your charity. With input from our expert partners and in-house team, our hub aims to educate and inspire.

WHY DO CHARITIES INVEST?

Whatever the size of your charity, making the most of your funds is one of the biggest responsibilities you face. We can:

  • help you to understand your obligations as a charity if you choose to invest
  • provide you with resources to help your trustees decide whether investing is the best option for your charity

Learn more about why charities invest

Why charities invest
Plan your investments

PLAN YOUR INVESTMENTS

Once you’ve got agreement that your charity should invest, we can help you to:

  • research and understand your investment options
  • present portfolio options to your trustees

Learn how to plan your investments

MANAGE YOUR INVESTMENTS

Once you’ve started investing, how do you ensure continuous review and improvement? We can help you to:

  • measure the performance of your investments
  • assess your Fund Manager

Discover how to manage your investments

Manage your charity's investments

NEWS AND EVENTS FOR CHARITY INVESTORS

Fund-Manager-news-casestudy

News from fund managers

Opinions and commentary on the market, brought to you by experts in the charity investment market.

Read the latest news
Events for charity investors

Events for charity investors

Deepen your knowledge of investing and meet other like-minded charity professionals at a selection of events for charity investors.

Find out what's on

Need more help?

READ OUR FREQUENTLY-ASKED QUESTIONS

If you want to find out more about investing, our FAQs can help.

Help and support with investing
CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority FRN 189450. Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).

Full legal information

Full regulatory information