No one has ever become poor by giving

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

Maximizing impact

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

Is Total Return still too terrifying?

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

Comparing statistics in a Covid-19 world

13 May 2020
We are all experts now

Short of investment income? Some suggestions

16 April 2020
Now is a good time to use all those years of excess capital gains and to keep spending through this hiatus

How do charities approach investing in line with their purpose and values?

19 February 2020
The Charity Commission is seeking your views

My terrible mistake

5 November 2019
A cautionary tale

Riddles about risk

3 September 2019
And why risk requires uncertainty.

DIY investing: keep it simple

31 July 2019
The only investment questions Trustees need to ask

Our charity view at two: five observations of charity finance

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

Why the National Trust is not so bad

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

The huff and puff of ESG investing

5 November 2018
Where does the legalisation sit within the investment debate over Ethical, Social and Governance investing?

Putting the 'S' into ESG

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

To save or spend: the Trustee's dilemma

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

Getting ready for the tide to go out

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

Why charities need to engage

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

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

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

Why are fund managers becoming insecure?

29 April 2018
Signs of uncertainty after a decade of confidence

Responsible investing

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

Looking down the wrong end of a telescope

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

Does inequality exist within charities?

4 February 2018
An overview of findings from three recently published industry reports

A false stop: having confidence and conviction on future returns

21 January 2018
And why Trustees have a duty to push back to make sure that the advice they are being given is reasonable and reliable

'Please Sir, I want some more'

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