Insights
Insight, news and updates from the OLIM team
The 2018 OLIM Charity Conference Slideshare
OLIM Charity Conference 2018 – Many thanks to all those who joined us at the RAC for our second conference ‘Charity Trustees in a Changing World’. The response to the event was excellent and the audience praised the quality and content of the presentations. Many attendees asked for access to the slides to share with their […]
The world’s greatest investors: Angela Lascelles
By: Dr Matthew Partridge – as seen in MoneyWeek Magazine. Angela Lascelles’ stockbroker father told her that she could never do what he did, as she was female. She decided to go into investment management anyway. After graduating in philosophy from Kings College London, she began as a graduate trainee at stockbroker Phillips & […]
Ten things a charity trustee should understand about investment performance
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 […]
MiFID2 and PRIIPS – do these new regulations benefit charity investors?
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 […]