As charities can have very different investment needs to other investors, particularly in terms of the certainty, size and nature of their future income and expenditure, the issues charities can face and how to yield better outcomes and avoid a “one size fits all” solution is paramount.
On the whole, charities are a forgiving group. After all, they are benevolent by nature and forgiving of others’ difficulties. This is acceptable to a point and CAMRADATA’s Roundtable set out to implement a transparent and comprehensive investment policy that balances risk and reward, reflects the charity’s objectives and is governed by a clear timetable and set of rules.
M&G Investments, Ruffer LLP, Esmee Fairbairn Foundation, Gemmells Actuaries & Consultants, Hymans Robertson, P-Solve and Thistledown Investments
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