All charities articles
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NewsCharities’ DB schemes called to avoid funding issues
Combined assets of DB schemes of largest 40 charities in England and Wales fell to £39.5bn (€45bn) in 2022 from £46bn in 2021
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UK court blesses charity trustees’ Paris-aligned strategies
Judge decides trustees ‘adequately balanced’ envrionmental goal with financial detriment
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UK Charity Commission consults on SRI guidance
‘We do not think charities need to sacrifice returns to adopt a best practice responsible investment approach,’ says Cazenove’s co-head of charities
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Asset owners advised to demand ESG engagement escalation policies
Charity investor calls for ESG market to plug ‘serious gaps or risk credibility’
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Cazenove lands £34m mandate after charities’ ‘ESG investing Olympics’
Charities took unusual approach to manager selection to ‘send signal about asset owner demand’
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Charities publicise RFP for impact-focused ESG mandate
Charities go public in attempt to communicate, drive higher bar
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NewsEU court sinks investment cost tax reclaim case for UK charities
Cambridge University has been denied the right to reclaim VAT on fund management fees, casting doubt over the future tax situation for UK charities
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NewsUK charities facing ‘double whammy’ as pension deficits climb
Hymans Robertson has urged charity DB fund trustees to assess options for securing covenants or consolidating
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NewsCharities seek legal ruling on responsible investment policies
‘Outdated and insufficient’ investment guidelines need updating, says coalition of UK charities and foundations
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UK charities rushing to shut costly DB schemes
58% of charity sector pension funds are now closed to future accruals, reports Hymans Robertson
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Social investing to be made easier for charities
Law Commission recommends further flexibilities for charities in England and Wales
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Investment performance of UK charities hit by Greek debt crisis
Unravelling Greek crisis plays havoc with performance over second quarter, figures show
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Charity Commission needs more powers, say MPs
Committee says effective safeguards must be in place to ensure Commission treats charities fairly
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Risk brings less reward for UK charity returns in 2014
First time since 2011 that lower-risk portfolios have performed better than higher-risk counterparts
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Law Commission outlines new social investment rules for UK charities
Recommends rules to clarify powers and duties of charities and foundations in making social investments
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UK charity funds produce 10% average return – State Street
‘Robust’ returns driven by performance of risk assets, according to WM Charity Fund Monitor
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Church of England to tighten ethical investment restrictions
Church to lower ‘revenue threshold’ for investment exclusions from 25% to just 10%
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UK roundup: BT Pension Scheme, Charity Commission, Mercer, Thomas Cook, Barnett Waddingham
Former public sector fund provides £40m for new ESG global equity strategy
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State Street survey shows strong asset performance for charities
UK charities hit heady heights of 15% returns for 2013 calendar year
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NewsNew rules allow charities to adopt total-return investment strategies
Charities must no longer seek permission from Charity Commission for change in approach
