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Resource Centre

This is our library of reports - published by ourselves and other industry experts - which explore current topics and trends in the fund management arena.

January 2010

Benchmark Review
By Mark Freeman

This report sets out the methodology of how an organisation should go about setting its benchmarks and asset allocation based on the required returns it needs to operate with an the associate risk that it brings with it.  Read more>>>

Current & Previous Papers:

Author

Area of Focus

Adam Singleton Hedge Funds as an asset class

CB Financial Limited

Fund Returns
Financial Risk Management Ltd Hedge Funds as an Asset Class
CB Financial Limited Has Your Portfolio Got the X Factor
CB Financial Limited The China Effect
CB Financial Limited

Portfolio Diversification

Frontier Capital Management

The benefits of Hedge Funds

Pan-Asset Capital Management

Why Invest NOW?

UBS

Why follow 'Total Investment Return'

JPMorgon

Liquidity Funds - A Safe Haven for Charity Investors?

 

Articles/Press

Publication

Abstract

Charity Times

Oct 09

James Parker says even some of the best large charity segregated investment portfolios struggle to match the leading fund of fund investment approach Click for more

Charity Times

James Parker of CB Financial focuses on the developments in the UK equities market versus a global equities investment outlook, and points charities to a more worldwide perspective.  Click for more.

Charity Times

Andrew Holt of Charity Times explores the growing role of Absolute Return Funds in the Charity investment sector - where trustees seek steady returns.  Click for details.

What our clients have said:

"Charity Business was very helpful to our charity, first with helping us to specify our policies and then with using their experience to find the appropriate fund manager from the wide choice available. The result was that we have a manager we had not previously heard of and their performance has been excellent, even during the market downturn."

Amersham Museum