Skip to title
Skip to main content
Allow cookies for anonymous usage tracking with Google Analytics
Case studies and analyses
Skip to main content
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
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.
| Powered by