ARTICLE · 08 NOVEMBER 2007

New Investment Techniques

Smith & Williamson

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New investment techniques rarely get much attention from charity trustees. Stewardship of charity assets is focused on long-term strategy, protection of capital and prudence. Many feel that traditional investment approaches have served the sector well.

United KingdomAccounting and Audit

Article by Colin McLean

Colin McLean, managing director of SVM Asset Management Ltd, explains how charity trustees can take advantage of changing investment techniques.

New investment techniques rarely get much attention from charity trustees. Stewardship of charity assets is focused on long-term strategy, protection of capital and prudence. Many feel that traditional investment approaches have served the sector well. Yet the investment landscape is changing, with new potential for efficient portfolio management within unit trusts, OEICs and Undertakings for Collective Investments in Transferable Securities (UCITS). Trustees need to understand this new world and the potential risks of what they thought were conventional funds.

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