With government spending in decline, Charities are under increasing pressure to fill the void for people in need.
And with a backdrop of market volatility and regulatory changes, it's an even greater challenge to bridge this gap.
Where might charities look to ease the burden? Could a reassessment of investment management fees help?
Certainly a reduction in costs could free up further spending from a charity’s investment portfolio and redirect it to further aid its mission.
But is cost reduction possible? Our evidence suggests so.
Our paper takes a multi-faceted approach to identifying the fees paid by a cross section of the charities landscape to include:
- Evaluating the financial statements of charities from the charity commission’s website
- Analysing the fees charged by the largest charity unit trusts
- Analysing the fees that wealth managers charge to charities
We asked, "How much is too much?"
Our analysis shows that the charity sector could potentially save between £250 million and £288 million in investment fees. Find out how.
Download: Could the Charity Sector Pay Less for Investment Services? (PDF)