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Fund Management for Non-Profits

How charities can best manage their money in the long term

A series based on the forthcoming book Good Practices for Managing Funds for Non-Profit Organisations, by Boris N. Liedtke and Peter Lai.

How charities can best manage their money in the long term

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Economics & Finance

How Charities Should Manage Their Cash

Boris Liedtke & Peter Lai

For non-profits, a large cash position could signal prudence or betray a lack of investing sophistication.

Economics & Finance

When Should Non-Profits Invest More Adventurously?

Boris Liedtke & Peter Lai

In select cases, alternative assets can help to diversify a charity’s portfolio and ease the volatility of returns.
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Economics & Finance

What Non-Profits Should Know Before Engaging With Money Managers

Boris Liedtke & Peter Lai

Trustees and investment committee members need to acquire a basic understanding of financial instruments.

Economics & Finance

What Non-Profits (and Governments) Need to Know About Investment Strategy

Boris Liedtke & Peter Lai

Charities investing in hedge funds isn’t necessarily a cause for concern.

Economics & Finance

Four Strategies for Balancing Charities’ Investment Risks

Boris Liedtke & Peter Lai

Avoid, reduce, transfer and accept are bywords for a disciplined and cautious approach.

Economics & Finance

Charities and the Investment Risks They Face

Boris Liedtke & Peter Lai

Macroeconomic changes and fraudulent behaviour pose investment challenges.

Economics & Finance

Charities’ Path to Financial Longevity Begins With a Manifesto

Boris Liedtke & Peter Lai

An investment policy statement should guide the work of investment committees.

Economics & Finance

How Charities Can Ensure Financial Longevity

Boris Liedtke & Peter Lai

Charities should create an investment strategy to meet long-term financial liabilities.
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