Fund manager news


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.


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.

  • 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.
  • 16 July 2018 

    View from the Vatican: Pope Francis and finance

    Richard Dunbar, Head of Macro Investment Research. Over the past few years, some of the more important commentators on matters of commerce have been drawn not from the benighted business elite, but rather from the upper echelons of the established Christian churches.
  • 5 July 2018 

    Time and Money

    By Kate Rogers, Head of Policy. This article examines the benefits of Foundations and Endowments taking a long term approach; but also considers the barriers that might get in the way.



Why do charities invest?

Making the most of your charity’s funds is one of the biggest responsibilities you face.

Is investing right for your charity?

Plan your charity’s investments

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

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

Reviewing your portfolio