Assets and liabilities

Article Abstract:

Charities traditionally set an income target in order to decide on an investment strategy, and then worked out which investments could supply the income needed. There is an alternative method, which is to set a strategy in terms of the total return, bearing in mind capital as well as income. Charities focusing mainly on income face difficult times when income for most types of assets is tending to fall. Charities should take strategic decisions based on diversification, risk, probable total returns, and investment income.

Portfolio Management, Analysis

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CIFs uncontrolled?

Article Abstract:

UK Common Investment Funds (CIFs) are regulated by the Charity Commision ans not by an invesment regulatory body. CIFs offer smaller charities a pooled investment vehicle and are similar to unit trusts though they do not have to comply with Securities and Investments Board regulations. Assets in CIFs have grown and they have been successful in this sense, though there is a need for more investment protection. Some of the proposals for change have been criticised as not bringing any improvement.

Investment Offices, Investment Companies, Open-End Investment Funds, Laws, regulations and rules

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Social investment's time has come

Article Abstract:

Social investment involves investing for more than financial gains and looking to the wider social impact of investment. The notion was developed in the 19th century and has been revived in the 1990s. The Charities Aid Foundation (CAF) has set up Investors in Society, a social investment fund. Donors and charities can develop relationships through this body. Corporate supporters are needed as well as individual donors in order for Investors in Society to succeed.

Charitable trusts

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