Blog

Category: Governance

Inflation - what counts?

A parable on inflationary factors for charities.
21 Sep 2021

Whose money is it anyway?

Spend or save - who decides?
10 Jun 2021

The hidden costs of investment

The investment management industry is becoming less profitable, but it doesn’t mean fees are going down
28 Jan 2021

No one has ever become poor by giving

A few observations of charities during the extraordinary year that was 2020
13 Dec 2020

Selling the family silver

What good are reserves if you never use them when you need them?
27 Oct 2020

Maximizing impact

If impact lies in delivering benefit to beneficiaries, there are more impediments than simply not aligning money and mission.
11 Sep 2020

Is Total Return still too terrifying?

Now is the time to use some investment reserves
6 Jul 2020

Life after lockdown

Financial deficits are perfectly acceptable in charities so long as they are not structural
8 Jun 2020

Where’s the ‘F’ in ESG?

Our New Year's message
9 Jan 2020

My terrible mistake

A cautionary tale
5 Nov 2019

Our charity view at two: five observations of charity finance

Our reflections on the common themes that have presented in our first two years in business
9 Jul 2019

Reputational risks

Why charities must be true to their values when managing and mitigating reputation
1 Apr 2019

Understanding the numbers

An overview of the 2019 Trustee Charity Finance Competency Survey
1 Apr 2019

Yoke's submission to the SORP consultation

Our response in a nutshell
27 Jan 2019

The charity reserves conundrum

Three questions we believe Trustees should always be able to answer
13 Jan 2019

Why the National Trust is not so bad

And why Trustees need to be proportionate in managing investments and reputation
24 Nov 2018

When Trustees can lose it all

​Marking Trustees' Week and making the case for robust financial governance
16 Nov 2018

A fable of Aesop

And how the value of money depends not on its accumulation but on its use
9 Nov 2018

Putting the 'S' into ESG

Some statistics from the 2018 Newton Charity Investment Survey
11 Oct 2018

To save or spend: the Trustee's dilemma

Why Trustees are allowed to take risks with the charity’s future, so long as they have thought about it
30 Sep 2018

Getting ready for the tide to go out

Why independent advice is so important for any Trustee body that is not confident in making decisions about their investment risk.
2 Sep 2018

Who protects the protector?

Our thoughts on the new Civil Society Strategy
19 Aug 2018

Why charities need to engage

When it comes to investment, charities need to engage, not be entertained by fund manager presentations
23 Jul 2018

When charities derail

Charities may have great plans and a timetable of events, but what happens when these plans get derailed?
23 Jun 2018

Yoke is a year old: ten things we have learnt about charities

What have we learnt so far and what has changed?
27 May 2018

Grant-making: a moral dilemma

What a focus on impact and measurement in grant-making and charitable activity really means
26 Apr 2018

Responsible investing

And why signing up to an ESG index can be a good place to start
2 Apr 2018

Looking down the wrong end of a telescope

A detailed case study of our approach in supporting charities with their financial governance
4 Mar 2018

'Please Sir, I want some more'

Or why Trustees should develop their appetite for risk
26 Nov 2017

Intellectuals solve problems, geniuses prevent them

And how a good advisor asks the right questions to help Trustees find the right answers
1 Nov 2017

When the Community Chest is empty

And why Trustees with assets and contracts need to have sufficient liquidity to meet their ongoing obligations
15 Oct 2017

Quantitative easing: changing the rules of Monopoly

The effects of asset inflation
8 Oct 2017

GDPR: Y2K all over again?

Preparedness and how a good advisor can help
1 Oct 2017
Yoke and Company is the trading name of Yoke Financial Consultants Limited, incorporated in England and Wales (No 10787996) and registered at 6 Normanhurst Road, London, SW2 3TA. Yoke Financial Consultants Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 826126)
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