A special class of investor

Article Abstract:

Investment activities of charitable organizations in Great Britain are regulated by law, the most important of which is the Trustee Investments Act of 1961. This limits charities' investments to as much as 50% in 'wider range' or riskier stock and 50% to 'narrower range' or fixed stocks. Inflation since 1961 has seriously eroded any gains made in fixed stocks. Furthermore, the Act restricts overseas investment possibilities, which are now the norm, not the exception. Also, investment in the Unlisted Securities Market is prohibited. Some groups want the Act revised. To circumvent the problems created by the Act, charities may use Common Investment Funds, which are pooled funds.

Management

---

Figures of funds

Article Abstract:

Advice for charity fund managers is presented. The charities are often restricted to which type of investment they make due to the UK Trustee Investment Act 1961. But changes to the act will give fund managers more freedom although they should be aware of investing in areas which carry a high risk.

Laws, regulations and rules, Study and teaching, Trusts and trustees, Trustees, Trusts (Law)

---

Feeling the squeeze

Article Abstract:

Charities need to be selective when investing. The economy is not robust in late 2001.

United Kingdom, Statistical Data Included, Evaluation

Similar abstracts:

• Abstracts: Original sin. Bending the rules. Heavy going
• Abstracts: A question of values. Hedging your debts. The superficial and the superfluous
• Abstracts: Uncivil action. Preparing for the worst. Insurers build export credit share
• Abstracts: Hype that will leave investors hung over. Grape expectations. Liquid assets
• Abstracts: A helping hand. Mastering the art of funding. Red in the face

This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible.