Article from Newton Investment Management on how much can charities withdraw from their endowment to spend on good works, while leaving the remaining endowment protected from the effects of inflation?
While charities continue to suffer significant disruption from the coronavirus pandemic, this year’s survey tells a story of resilience and recovery, with the vast majority of charities remaining steadfast in their investment strategies.
Charities are under pressure to take socially aware investing seriously. Many charities have been early adopters of the new tools to evaluate share portfolios under the ESG banner.