When no one knows, what do trustees do?
Preparartory work for trustees when there are unknowns.
How much can charities spend from their investment portfolios?
A simple question, easy to answer.
Free Advice - resist change!
It is solely up to trustees of charity funds to resist the siren call of ‘my firm is better than yours’.
What is a CIO and do I need one?
Beware the additional costs of outsourced investment services.
Beware the experts
We are pleased that the Charity Commission finally published their updated guidance on investment (CC14)
The problem with numbers
Numbers are not too difficult and having financial confidence is the hallmark of a successful charity.