Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.


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.

  • 10 December 2020 

    The science - and art - of Paris-aligned investing

    Jeremy Lawson, Eva Cairns, Craig Mackenzie. The goals of the Paris Agreement cannot be met without asset allocators playing a constructive role in the low-carbon energy transition.
  • 19 November 2020 

    Testing Times: 2020 Newton Charity Investment Survey

    Our 2020 survey was dominated by the coronavirus pandemic, which has not only affected charities’ investment returns and their expectations for the future, but has also had major implications for charities’ activities and their ability to raise funds. Read the full report.
  • 18 August 2020 

    Coal, Covid-19 and the rise of renewables

    Paul Flood. What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?
  • 14 August 2020 

    The danger of ‘SDG washing’

    Andrew Parry. Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.
  • 11 August 2020 

    Everything you need to know about sustainable investing

    Jo Marshall, Investment Writer, Schroders. We clarify what some of the commonly misunderstood sustainability terms mean.
  • 7 August 2020 

    The ABC of investing with a purpose

    Victoria MacLean, Investment Director Global Equities. The landscape of sustainable investing is complicated and often confusing in its terminology. A simple framework can help in assessing intention and success in execution.
  • 6 August 2020 

    Net zero – idle promises?

    Eva Cairns, Senior ESG Investment Analyst. Companies’ pledges of ‘net-zero’ emissions are only meaningful if backed by credible action plans that do not rely heavily on offsetting.
  • 30 July 2020 

    Not so Green Recovery

    Colin Dryburgh, Investment Manager. In response to the Covid-19 pandemic governments and Central Banks have put together an $11 trillion global fiscal stimulus package but less than 1% of this is “green” according to the Institute of Fiscal Studies (IFS).  The chart below from a recent IFS report shows the amount of fiscal stimulus (relative to GDP) for various countries as well as the EU.  “Green” spending is shaded in (well…) green and in most cases this is barely noticeable.
  • 22 July 2020 

    Sustainability: six ways the corporate world will have to change

    Andrew Howard, Global Head of Sustainable Investment and Seema Suchak, Head of Sector Research, ESG, Schroders. We focus on six key areas that point to a changing role of the corporate sector in society in the face of “inescapable truths”.
  • 22 July 2020 

    Why the global recovery shouldn’t cost the planet

    Andrew Parry. We assess the potential for a more sustainable recovery from the latest global crisis.


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’s investments

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

Reviewing your portfolio