Fund manager news

RISK AND CHARITY INVESTING

It’s important to understand how to navigate investment risk in order to minimise its effect on your portfolio.

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.

  • 16 October 2018 

    From risks to reality

    Paul Diggle, Senior Research Economist. Headwinds to the global economic expansion are building, as monetary policy becomes more restrictive and trade policy frictions mount.
  • 1 October 2018 

    Private markets – growth of the asset class

    Private markets continue to go from strength to strength. In 2017, private market firms (general partners or GPs) raised a record sum of $750 billion globally. This marks the eighth consecutive year of expansion and takes assets under management to $5 trillion worldwide – an all-time high. Here, we look at the factors driving this impressive growth, address some of the challenges facing the industry and ask what the future holds for private markets.

OTHER ARTICLES ABOUT INVESTMENT RISK

EXPLORE THE INVESTMENT KNOWLEDGE CENTRE

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
Manage your charity

Manage your charity’s investments

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

Reviewing your portfolio