Investing Insights

What Good Looks Like: Strong Charity Investment Governance in Practice

Good investment governance rarely announces itself with great fanfare. More often, it looks rather ordinary: trustees who understand what their money is there to do, an investment policy people have actually read, advisers who speak to one another and a board that feels comfortable asking questions when something doesn't quite make sense.

Understanding factor investing: what's really driving your portfolio returns?

When we look at an investment portfolio, it is natural to focus on the individual companies it owns. However, knowing which stocks are in a portfolio only tells us part of the story. To understand what is really driving its returns, it can be more useful to look at the characteristics those investments have in common.

Trustees in a Harder World: Has the Job Changed?

Good charity governance today requires trustees to understand a wider range of risks, ask better questions and, increasingly, be able to show how important decisions were reached.