On demand sessions
Video
The future of charities
- Video
- 11 Jan 2021
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.
Presentation
Development of Charities SORP
- Speech or presentation
- 12 Jan 2021
- 9:00 AM - 9:15 AM 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
Charity finances through a pandemic
- Article
- 01 Jul 2020
- 7:05 PM - 7:05 PM GMT
A three-minute guide for trustees.
Ruffer
Investing, a back to basics guide for the charity trustee
- Report
- 01 Sep 2019
- 12:00 AM - 7:07 PM GMT
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.
Ruffer
Scrabbling around for income
- Article
- 01 Jul 2020
- 12:00 AM - 7:15 PM GMT
Income-hungry investors beware: coronavirus fallout makes High Yield even higher risk.
Charles Stanley
Charities InFocus
- Journal
- 11 Nov 2020
- 5:03 PM - 5:03 PM 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.
EdenTree
ESG: achieving active outperformance
- Article
- 04 Aug 2020
- 12:00 AM - 12:00 AM GMT
Ketan Patel, Charity Fund Manager at EdenTree, explores how an active approach to ESG investing can achieve outperformance for investors.
EdenTree
How can ESG investors see the wood for the trees
- Article
- 18 Nov 2020
- 12:00 AM - 12:00 AM 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.
Nationwide
How we support charities
- Website
- 13 Jan 2021
- 12:00 AM - 4:54 PM GMT
1% of Nationwide's pre-tax profits goes towards local, environmental and charitable causes each year.
EdenTree
Investing responsibly for charities
- Article
- 30 Nov 2020
- 12:00 AM - 12:00 AM 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.
Nationwide
Our COVID-19 support package
- Helpsheets and support
- 12 Jan 2021
- 12:00 AM - 4:51 PM GMT
Nationwide is committed to supporting our members, employees and wider society through the challenging times ahead.
Nationwide
Safety in numbers
- Report
- 07 Jan 2021
- 12:00 AM - 4:53 PM GMT
Nationwide outlines its latest rates and credit ratings compared to its high street competitors.
Charles Stanley
Socially Responsible Investing
- Report
- 25 Feb 2020
- 5:01 PM - 5:01 PM 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.
Our partners
Find out more about the ICAEW commercial partners supporting this event: