Surveying investment in the charity sector
Deloitte have just released their second investment survey focussing on the investments reported by 100 charities.
This survey identifies trends in reporting and investing that can help charities benchmark their own reporting progress and strategies. These surveys do not contain a “right answer” as every charity is different and must do what best suits its own circumstances. However, the surveys provide information for both trustees and management giving them the opportunity to challenge their approach.
The survey reviews investing decisions, returns and costs and considers the impact of developments in social enterprise investments.