Charities insights archive

As we enter the ninth year of a bull market, the second longest in history, ensuring portfolios are diversified is important.

Periodically, we hear a lot about the cost of tax evasion and  the demands that “something be done”. Behind the headlines, Governments worldwide are working hard to help stamp out tax evasion. How do charities get caught up in this?

The Charities (Protection and Social Investment) Act 2016 gives the Charity Commission various new powers to help it act as a more effective regulator.

What is a serious incident and why, when and how do you have to report them? Too many Trustees are still in the dark on the consequences of non compliance.

Ethical investors need to be pragmatic and patient and work closely with an experienced investment manager to reflect their ethical views in their portfolios. It can be a long, but ultimately rewarding journey.

Although Article 50 has only recently been triggered, we in the UK are still bound by EU regulation and in particular the Markets in Financial Instruments Directive (MiFID II) and Regulation (MiFIR) which come into force on 3 January 2018.

A well thought-out investment policy is essential to achieving your charity’s goals and demonstrating that Trustees have fulfilled their duty of care.