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News – 18.11.24

International Men's Day - breaking the silence around men's mental health

International Men's Day - breaking the silence around men's mental health … Read more

Insight – 20.11.24

A change in US Presidency: How might it affect your finances?

In this article, we explore the potential economic and financial impacts of Donald Trump's return to power. … Read more

Upcoming event – 10.12.24

Funding innovation in the technology sector: Are the government doing enough?

Join us for an exclusive roundtable breakfast to explore the question of whether the government are doing enough to support innovation in the technology sector. … Read more

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Read more by Seth Dowley

5 November 2024
Are your Charity’s investment reviews robust enough?
Regular investment reviews are vital for charities to ensure alignment with objectives, manage risks, and comply with… Read more 20241105 28 August 2024
What to know when selecting a Charity Investment Manager
This overview discusses the responsibilities of charity trustees and offers best practices for selecting an investment… Read more 20240828 7 December 2023
Charity Commission update - investment guidance for trustees
In August 2023, the Charity Commission released their updated investment guidance for trustees. In this article we look… Read more 20231207 Investing charity assets – getting risk and strategy right
Here are some of the risks trustees should be aware of and how you can get the balance right.… Read more 20230621 What does the recent decline in ESG investment inflows mean for the future of sustainable investing?
Here's what you need to know if you're keen to invest sustainably.… Read more 20230607 Time to review your Charity’s Investment Policy Statement?
In the wake of the Butler-Sloss v Charity Commission judgement and with the Charity Commission expected to publish… Read more 20230427 Cash and treasury management - time to review your strategy?
We cover the importance of a well-structured cash and treasury strategy amid rising interest rates and COVID-19… Read more 20230209 25 February 2022
Invasion of Ukraine – Market uncertainty
Here, we discuss concerns for investors and possible implications.… Read more 20220225 Investment review of 2021
Matt Hodge and Seth Dowley reflect on 2021 and also consider the themes we may see in 2022.… Read more 20220128 Sustainable investing - navigating a complex environment
With ever-growing interest from investors in ethical and ESG investments, we examine the sustainable investing… Read more 20211103
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