In this article I will attempt to provide a brief overview of ten concepts that I believe are helpful for understanding investment performance. The latter is often presented as a binary issue – performance is either positive or negative. However I hope that, in reading what follows, it will quickly become apparent that appraising performance […]
In more than 40 years as an active investor, I have experienced a progressive tightening of the regulatory environment, sometimes long overdue, in the case of RDR, and sometimes completely misconceived. In the case of MiFID2 and PRIIPS, both introduced in January 2018, investors must decide whether these new regulations, the size of seven Bibles […]
Following the success of the OLIM Charity Conference in 2017 we are delighted to invite all charity trustees and those interested in the sector to join us at this year’s event. ‘Charity Trustees in a Changing World’ Date: Tuesday 22 May Venue: The RAC, 89 Pall Mall, St James’s, London SW1Y 5HS Time 10:00 – 14:30 […]
The Charity Commission recognises that the purpose of a financial investment is to deliver a good return by taking an acceptable level of risk as these returns will help charities to achieve their stated aims. Andrew Impey, portfolio manager at OLIM offers a guide to charity trustees for reviewing risk.