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Virtual Charity Conference

Supporting content

Access additional sponsor content and on-demand sessions supporting ICAEW's Virtual Charities Conference 2021.

Book to access all sessions Meet our partners
ICAEW's Virtual Charity Conference 2021 will take place on 21 and 22 January.

On demand sessions

Video
The future of charities
  • Video
  • 11 Jan 2021
  • 23:02 - 23:02 GMT

In this on demand session for ICAEW's Virtual Charity Conference 2021, partner Charles Stanley provides a guide to resilient and responsible investing. The session is presented by Glenn Baker, Business Development Director, John Redwood, Chief Global Strategist, and Tina Cook, Head of UK Equity Research.

Sponsored by Charles Stanley Wealth Managers

Presentation
Development of Charities SORP
  • Speech or presentation
  • 12 Jan 2021
  • 09:00 - 09:15 GMT

In this 11-minute recording (slides and audio), Nigel Davies, Joint Chair of the SORP Committee, sets out the approach and timeline to developing the next Charities SORP.

Supporting content

Additional content for charity finance professionals provided by our partners.

Ruffer
Ruffer - Charity finances through a pandemic Charity finances through a pandemic
  • Article
  • 01 Jul 2020
  • 19:05 - 19:05 BST

A three-minute guide for trustees.

Sponsored by Ruffer

Ruffer
Ruffer - Investing back to basics guide Investing, a back to basics guide for the charity trustee
  • Report
  • 01 Sep 2019
  • 00:00 - 19:07 BST

This short guide is a one-stop shop for trustees when it comes to considering a charity’s investments. The guide discusses the main asset classes, investment risk, how to measure performance, ethical considerations and diversification.

Sponsored by Ruffer

Ruffer
Ruffer - Scrabbiling around for income Scrabbling around for income
  • Article
  • 01 Jul 2020
  • 00:00 - 19:15 BST

Income-hungry investors beware: coronavirus fallout makes High Yield even higher risk.

Sponsored by Ruffer

Charles Stanley
Charities InFocus
  • Journal
  • 11 Nov 2020
  • 17:03 - 17:03 GMT

Charles Stanley's bi-annual magazine contains in-depth features and analysis by contributors from across its investment team. Aiming to provide insight and clarity, the articles cover a range from regular features to the more topical issues concerning the charity sector.

Sponsored by Charles Stanley Wealth Managers

EdenTree
ESG: achieving active outperformance
  • Article
  • 04 Aug 2020
  • 00:00 - 00:00 BST

Ketan Patel, Charity Fund Manager at EdenTree, explores how an active approach to ESG investing can achieve outperformance for investors.

Sponsored by EdenTree

EdenTree
How can ESG investors see the wood for the trees
  • Article
  • 18 Nov 2020
  • 00:00 - 00:00 GMT

The level of interest in ESG investing has been unprecedented recently, and this strong momentum has led to greater scrutiny on the ability of these strategies to deliver for clients in the long-term. Find out more about some of the issues and choosing the right fund manager.

Sponsored by EdenTree

Nationwide
How we support charities
  • Website
  • 13 Jan 2021
  • 00:00 - 16:54 GMT

1% of Nationwide's pre-tax profits goes towards local, environmental and charitable causes each year.

Sponsored by Nationwide

EdenTree
Investing responsibly for charities
  • Article
  • 30 Nov 2020
  • 00:00 - 00:00 GMT

Neville White, Head of Responsible Investment Policy and Research at EdenTree, discusses why a responsible approach to investing makes sense and is important for charities.

Sponsored by EdenTree

Nationwide
Our COVID-19 support package
  • Helpsheets and support
  • 12 Jan 2021
  • 00:00 - 16:51 GMT

Nationwide is committed to supporting our members, employees and wider society through the challenging times ahead.

Sponsored by Nationwide

Nationwide
Safety in numbers
  • Report
  • 07 Jan 2021
  • 00:00 - 16:53 GMT

Nationwide outlines its latest rates and credit ratings compared to its high street competitors.

Sponsored by Nationwide

Charles Stanley
Socially Responsible Investing
  • Report
  • 25 Feb 2020
  • 17:01 - 17:01 GMT

This guide is designed to introduce the key approaches to socially responsible investing and how they are relevant to the day to day business of investing.

Sponsored by Charles Stanley Wealth Managers

Our partners

Find out more about headline sponsor Ruffer and the other ICAEW commercial partners supporting this event.

Our speakers

Tina Cook is Head of Equity Research at Charles Stanley Wealth Managers and a speaker at ICAEW's Virtual Charity Conference 2021
Tina Cook Head of Equity Research, Charles Stanley Wealth Managers

Tina joined Charles Stanley in 2008 and heads the UK Equity Strategy Committee. She is a Chartered Fellow of the CISI. In the 2011 Financial Times StarMine Awards for Europe, she was rated the No.1 stock picker for the utilities sector. She holds a DPhil in Psychology and an MSc in International Securities, Investment and Banking.

Nigel Davies, Joint Chair, Charities SORP Committee and Assistant Director of Accountancy Services, Charity Commission
Nigel Davies, ACA Joint Chair, Charities SORP Committee and Assistant Director of Accountancy Services, Charity Commission

Nigel joined the Commission in 2001, first heading up the accountancy unit team in Taunton and holding increasingly senior roles. In June 2020 he was promoted to Assistant Director, Accountancy Services. He advises the senior management team on charity financial issues and oversees the work of the team of accountants who cover all accountancy aspects of operational and inquiry activities.

John Redwood is Chief Global Strategist at Charles Stanley Wealth Managers and a speaker at ICAEW's Virtual Charity Conference 2021
John Redwood Chief Global Strategist, Charles Stanley Wealth Managers

John has held many roles in the investing world including: Investment Director, Head of Investment Research, Non-Executive Director of an Investment Trust and is now part time Chief Global Strategist of Charles Stanley. He runs a demonstrator fund and provides regular commentary on China, the USA and the EU economies and markets.