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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.

  • 14 October 2019 

    Policy update - October 2019

    Kate Rogers, Co-head of Charities, Cazenove Charities. Read our round-up of Foundation Giving Trends 2019, guidance for charities ahead of a possible general election – and some of the key Press coverage in recent months.
  • 10 July 2019 

    Policy update - July 2019

    The latest policy updates for charity investors from Kate Rogers, Head of Policy at Cazenove.
  • 18 June 2019 

    Plastic, plastic everywhere — including in our drinks

    By Amanda Young, Head of Global ESG Research, Aberdeen Standard Investments. Plastic is everywhere. We know it’s in our drinking straws, the tags on our clothes and wrapped around our chocolate bars. But it’s also in our food, tap water and, increasingly, our lungs.
  • 23 May 2019 

    Tackling the real investment issues

    Martin Gilbert, CEO. Daily newsfeeds distract us from slower-burn but no less important challenges facing investors. Asset managers and advisers have a vital role to play in identifying and responding to the issues that really matter.
  • 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.

OTHER ARTICLES ABOUT CHARITY GOVERNANCE

EXPLORE THE INVESTMENT KNOWLEDGE CENTRE

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Why do charities invest?

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Once you’ve made the decision to invest, how do you research investment options?

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Manage your charity’s investments

How can you make sure that you’re getting the best from your investments?

Reviewing your portfolio