Fund manager news

CHARITY INVESTMENT GOVERNANCE

Having robust governance for your investments means that you can feel confident that you’re doing the right thing for your charity.

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 CHARITIES TO INVEST FOR 90 YEARS

We use our expertise to source articles and opinions that take a critical look at the investments market. These articles, provided by leading experts, offer insight into the state of the investments market for charities, plus what to look out for.

Please note
: The views and opinions expressed in these articles are those of the authors, and do not necessarily reflect CAF’s views.

  • 3 April 2019 

    Policy update - April 2019

    By Kate Rogers, Head of Policy, Cazenove Charities. Kate takes a look at the latest news from the Charity Commission for England and Wales.
  • 19 March 2019 

    Social Capitalism: Taking a wider view of national progress

    Research Institute, Aberdeen Standard Investments. The need for high quality primary research has never been greater. The world, the financial markets and our industry are confronting political, regulatory and other structural challenges. Understanding the impact of these challenges is critical to our understanding of the investment landscape.
  • 5 February 2019 

    Technical briefing – Total Return

    By Kate Rogers, Head of Policy. The Charity Commission has published its review of the Charities (Total Return) Regulations 2013. Although there are no major changes, we thought a quick reminder might be useful for trustees of permanent endowments who may be considering adopting a total return approach.
  • 7 December 2018 

    Fed policy outlook looking through the storm for now

    By James McCann, Senior Global Economist, Aberdeen Standard Investments. Investors have reined in expectations for US interest rate hikes. While the Fed is still overwhelmingly expected to raise rates in December, markets now see the central bank hiking just once more in 2019, a clear retreat from the three hikes in total expected in in early November.
  • 16 October 2018 

    Governance in a changing investment world

    By Leandros Kalisperas, Head of Pensions, Strategic Client Solutions. The investment world has changed in seemingly contradictory ways. There are more opportunities to add value, but also easier ways to default to market returns. The relationship between pension funds and their asset managers needs to be reset with new rules of the game, to reflect these changes.
  • 14 September 2018 

    Lehman and bond markets ten years on

    By Craig MacDonald, Global Head of Fixed Income. The collapse of Lehman Brothers sent shockwaves throughout the financial system ten years ago and the panic was arguably felt most vividly in bond markets at the time. Here we reflect on the experiences of Aberdeen Standard Investments’ Global Head of Fixed Income Craig MacDonald and ask what had been learnt.
  • 12 September 2018 

    Gender Diversity: an economic and strategic imperative

    By Deborah Gilshan, Environmental, Social and Governance Investment Director. The economic case for gender balance is strong, but to achieve that balance it is necessary to identify the key drivers of the economic empowerment of women. Companies can contribute actively by adapting their business culture and practices accordingly.
  • 29 August 2018 

    A long shadow

    By Martin Gilbert, CEO. The demise of Lehman Brothers exemplifies the great financial crisis. Understanding the different stages of the crisis can provide important lessons for investors.
  • 17 August 2018 

    Cyber-risk: how investors can prepare for the unpredictable

    By Ovidiu Patrascu, Sustainable Investment Analyst, Schroders. Cyber crime continues to create significant costs for companies globally, but understanding the risk means going beyond a formulaic assessment of policies.
  • 8 August 2018 

    How can central banks improve forward guidance?

    By Lucy O'Carroll, Chief Economist, ASI Research Institute, Aberdeen Standard Investments. It is fair to say that forward guidance doesn’t enjoy a good reputation in the UK. The policy, introduced with some fanfare by Mark Carney on his arrival as Governor of the Bank of England, was meant to give greater clarity about the path of interest rates.

OTHER ARTICLES ABOUT CHARITY GOVERNANCE

EXPLORE THE INVESTMENT KNOWLEDGE CENTRE

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Understanding investment choices
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