Charity articles and videos
In this section you will find insight articles and trustee training videos.
Insights and articles
- Event
Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
- Insight
Not-so-beautiful US taxes
Section 899, part of the One Big Beautiful Bill Act, could increase market volatility, but there are scenarios where it might also bring potential benefits for US equities
- Insight
Investment Outlook: Back to the future with fundamentals
A monthly roundup of global markets and trends
- Insight
Investment Outlook: The US president is for turning
A monthly roundup of global markets and trends
- Insight
The potential impact of Trump’s tariffs on charity portfolios
President Donald Trump's tariffs could affect charity portfolios. What are the key risks and opportunities for trustees and investment managers?
- Insight
Bouncebackability of equities
History shows that the S&P 500 recovers quickly from short, sharp sell-offs
- Insight
Investment Outlook: Europe has woken up to the “America First” agenda
A monthly round-up of global markets and trends
Trustee training videos
Webinar 21 March 2025
Our experts talk about recent movements in the gilt market, what exactly Total Return investing is, and how to recruit and manage more diverse boards of trustees.
Diversification
Philip Kelly talks about the importance of spreading assets across different types of investments within a portfolio
Investment Policy
Caroline Jarvis Gee talks about investment policy statements, what they are what it should be included and how often it should be reviewed
Investment objectives
Luke Hunter talks about why it’s important to have investment objectives and what you need to consider
Responsible investing
Emma Moffat talks about an introduction to responsible investing covering; integration, screening, thematic investing and stewardship