Managing charitable investments:
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Hemel Hempstead
ICSA Publ. [u.a.]
1994
|
| Ausgabe: | 1. publ. |
| Schriftenreihe: | Charities management series
|
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | IX, 142 S. graph. Darst. |
| ISBN: | 1872860532 |
Internformat
MARC
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| 100 | 1 | |a Harrison, John |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Managing charitable investments |c John Harrison |
| 250 | |a 1. publ. | ||
| 264 | 1 | |a Hemel Hempstead |b ICSA Publ. [u.a.] |c 1994 | |
| 300 | |a IX, 142 S. |b graph. Darst. | ||
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Datensatz im Suchindex
| _version_ | 1804148357036244992 |
|---|---|
| adam_text | Contents
Series editor s foreword ix
1 Growing professionalism in charity investment 1
How big is the sector? 2
How the sector is structured 2
How the sector is changing 3
Organisational structures 5
Conclusion 6
2 A trustee s investment duties 7
General responsibilities 7
Specific powers and delegation 9
Responsible financial management 11
Conclusion 11
3 Setting investment objectives 12
What is an objective? 12
Key parameters of policy 13
Conclusion 16
4 The role of reserves 17
Why have reserves? 17
How big should reserves be? 18
Current practice 19
Investment policies for reserves 21
Conclusion 22
5 Short-term monies 23
What is short term? 23
Cash flow projections 24
v
vi Contents
Banking arrangements 25
Comparing interest rates 25
Choosing the right instrument 25
Obtaining advice 30
Conclusion 30
6 Long-term trends 31
Types of asset 31
Historic returns 32
Likely future trends 38
Equities 38
Bonds 41
The main risks 42
Conclusion 44
7 Balancing income and growth 45
Historic trends 45
Future returns 47
The squeeze on income 48
The portfolio effect 50
Quick fixes 50
Conclusion 51
8 The legal framework 52
The main requirements 52
The problems 53
Working within the Act 54
Common investment funds 55
The opportunity for reform 57
Obtaining wider powers 58
Conclusion 59
9 Ethical investment 60
Legal position 60
Practical application 62
Investment options 65
Long-term consequences 65
Conclusion
Contents vii
10 Performance measurement and targets 69
Measurement techniques 69
Using the figures 72
The WM Charity Service 73
An alternative approach 75
Using a benchmark 76
Conclusion 80
11 Managing risk 81
What is risk? 81
Measuring risk 83
Reducing risk 84
Derivatives 86
Conclusion 90
12 Administration and security 91
Suitable organisational structures 91
Internal control procedures 93
External control and the use of agents 95
Settlement procedures 96
Transition relief under ACT 98
Conclusion 100
13 Choosing an adviser 101
Financial Services Act 1986 101
Sources of advice 102
Key factors 104
Assessment procedure 105
Review procedure 108
Costs - clean and dirty 108
Performance fees 111
Pooled versus segregated 111
Conclusion 113
Appendix 1 Glossary 114
Appendix 2 How investments are valued 121
Fixed-interest securities 121
Index-linked gilts 124
Ordinary shares 125
viii Contents
Using the tools 129
International investments 130
Appendix 3 Common investment funds 131
Appendix 4 Fund management questionnaire 132
List of references 135
Index 136
|
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| discipline | Wirtschaftswissenschaften |
| edition | 1. publ. |
| format | Book |
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| institution | BVB |
| isbn | 1872860532 |
| language | English |
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| spelling | Harrison, John Verfasser aut Managing charitable investments John Harrison 1. publ. Hemel Hempstead ICSA Publ. [u.a.] 1994 IX, 142 S. graph. Darst. txt rdacontent n rdamedia nc rdacarrier Charities management series HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=024392963&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Harrison, John Managing charitable investments |
| title | Managing charitable investments |
| title_auth | Managing charitable investments |
| title_exact_search | Managing charitable investments |
| title_full | Managing charitable investments John Harrison |
| title_fullStr | Managing charitable investments John Harrison |
| title_full_unstemmed | Managing charitable investments John Harrison |
| title_short | Managing charitable investments |
| title_sort | managing charitable investments |
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