Investment management charities

Investment management - Charities

Identifying and implementing the right investment approach to meet the objectives of a charity or other non-profit organisation places significant responsibility on trustees.

Charities face a number of challenges and pressures – not least in managing their investments. Trustees need to ensure that the charity’s assets and investment portfolios are working in the best way possible to help achieve their charitable objectives.

Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.

Survey 678781747

Charity Survey 2021

This year’s Charities Survey results reflect an extraordinary year for many charities. The pandemic has forced them to dig deep, reappraise their funding models, and the services they offer.

Read more

Useful downloads

 

Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.

 

Related Content

 

The income challenge in a higher inflation world

The income challenge in a higher inflation world

Structurally lower interest rates have created a long-term headwind for income investors, but today they have a new challenge: inflation. With price rising, charity investors need to be more careful that they preserve the real long-term value of their income.

Changes to auditing standards – the impact on your charity

Changes to auditing standards – the impact on your charity

We have all seen the headlines about large corporate collapses and questions about the role of the auditor, so it comes as no surprise that auditing standards have been enhanced.

Total Return for Permanently Endowed Charities

Total Return for Permanently Endowed Charities

Charities will be familiar with the problems created by persistent low interest rates: is it possible to create income for today’s beneficiaries while also generating returns for future beneficiaries? The total return approach is a potential option for charities with a permanent endowment and indeed for any other charity.

Developing effective Impact Investing partnerships

Developing effective Impact Investing partnerships

There has been a subtle, but insistent shift in the way a growing number of charities are looking to allocate their capital. We are finding an increasing recognition that investment should have purpose as well as generating profit, with the charity sector at the vanguard of this change.

Rethinking passive in a changing world

Rethinking passive in a changing world

Acting in a charity’s best interests: taking a closer look at the active vs passive debate

Risk in an uncertain world

Risk in an uncertain world

Charities with a rigorous risk management process will have been much better prepared for the impact of the pandemic, even if the pandemic had not been previously considered as a risk factor.

Dividends update

Dividends update

As companies have sought to protect their cashflow in the wake of the Covid-19 outbreak, dividend payouts to shareholders have been widely cut. We explore what this means for our charity clients, particularly those who need a regular investment income and consider how severe this income drought might be.

Environmental, social and governance (ESG) considerations

Environmental, social and governance (ESG) considerations

Environmental, social and governance (ESG) considerations are changing the investment landscape. We look at how charities are consequently under increasing pressure from stakeholders to draw these considerations into their investment process.

Getting your investment policy right

Getting your investment policy right

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

How comparable are investment manager returns?

How comparable are investment manager returns?

In spite of the best efforts of the regulator, and warnings that ‘past performance is no guide to the future’, trustees continue to put recent strong performance front and centre when picking an investment manager.

The climate for investing

The climate for investing

Climate change has become a global emergency, with individuals, corporations, charities and policymakers increasingly recognising the urgency of tackling carbon emissions.

Five ways your investment process can go wrong

Five ways your investment process can go wrong

Charity investors can give themselves a better chance of achieving stable, long-term returns by avoiding a number of common mistakes.

Jargon busting: what you really need to know

Jargon busting: what you really need to know

The investment industry is fond of jargon. Deciphering this alphabet soup of acronyms can give the impression that investing is complex and impenetrable

A Crisis of Confidence

A Crisis of Confidence

Public confidence in the charitable sector is currently at its lowest level

What do the Finance (No3) Bill 2018 and the 2018 Budget mean for charities?

What do the Finance (No3) Bill 2018 and the 2018 Budget mean for charities?

A number of changes for the charity sector have been put forward by the UK government.

How much cash should charities hold?

How much cash should charities hold?

The question of how much cash to hold may not be as simple as it at first appears. Getting the answer right depends on good governance, a solid understanding of risk – and an awareness of the charity’s legal obligations.

The evolution of ethical investing

The evolution of ethical investing

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.

Child Charity Heart

Where next for the charity sector?

The charity sector is undergoing a dramatic changes and the challenges are many and varied.

 

Find out more
Charity

Charity insights archive

A collection of Smith & Williamson's archived charity insight articles.

Find out more

Meeting your needs

Specialist

Our specialist charities investment team acts for a range of charitable interests and professional trustee boards as a reliable and trusted custodian of their assets. We take the time to understand your investment objectives, risk profile, ethical and ESG constraints and actively manage the charity’s portfolio on your behalf, with full discretion across a range of assets within agreed parameters.

Communication

We understand the additional obligations of professional trustees and offer a high standard of reporting and performance analysis online. The charity’s investment manager will attend trustee meetings as and when required, and we provide ongoing training and guidance on topical issues affecting trustees.

Risk focused

Understanding clearly what your charity means by risk is a fundamental part of our investment process. We believe that managing risk is an integral part of constructing a portfolio and deserves the same consideration as individual investment decisions.

Rigorous

We have a robust investment process that has been in place in its current form and that has proved itself in both rising and falling markets.

Accessible

You will be directly looked after by your investment managers and their team so you will always be able to speak to someone familiar with your affairs and who can answer any queries promptly.

Business Handshake 309942113

Get in touch

If you would like to discuss our charity offering please contact Sharon Hanshaw in the first instance on 020 7131 8214 or email Sharon.Hanshaw@smithandwilliamson.com

Sharon Hanshaw

Sharon Hanshaw

Associate Director - Business Development

View profile

Contact us

Nick Murphy's Profile Photo

Nick Murphy

Head of Charities, Investment management

Investment management - Charities
London

Contact us

Cookie Settings