Streamlining Investment Management for Charities
How Many Investment Managers Does Your Charity Really Need?
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Knowledge Hub
Welcome to our Knowledge Hub! Here you will find our latest news, our series of 'Expert Views' where we discuss the Foundations of a Robust Charity Investment Strategy and other interesting articles.
Professional Investors
If you are a Professional Investor, you may be interested to see our Monthly Information Sheet which provides useful insights and analyses for charity management teams and trustees. Click the button below to access.
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Tatyana Mursalimov
Nov 51 min read
PMCL Named One of eprivateclient’s Top Investment Consultants for 2024
We are delighted to announce that PMCL has been recognised as one of eprivateclient’s Top Investment Consultants for 2024.
Tatyana Mursalimov
Oct 41 min read
PMCL Consulting Joins Charity Investment Consulting Partnership (CICP)
PMCL Consulting has become a founding member of the Charity Investment Consulting Partnership (CICP).
PMCL Consulting
Apr 4, 20232 min read
Food For Thought….. Where should trustees go from here?
In this article, Ed Jewson talks about the current market environment and considerations for charity trustees reviewing their portfolios.
PMCL Consulting
Mar 17, 20231 min read
Best Practice for Charity Investment Policies
Regulation, investment markets, risks and requirements for Charity Trustees have all evolved rapidly in recent years. In November 2022...
PMCL Consulting
Feb 9, 20231 min read
What the Economic Environment Means for Trustees
What the economic environment means for Trustees, by Tatyana Mursalimov.
PMCL Consulting
Jan 16, 20231 min read
Trustee Training Held in Partnership with BlackRock
In Q4 2022, PMCL, in partnership with BlackRock's Charity and Endowments team, held a trustee training session which covered a number of...
PMCL Consulting
Jan 13, 20235 min read
Investment Policy Reviews
In the Charity Finance Yearbook 2023, published by Civil Society Media Ltd, Tatyana Mursalimov explores what the current environment...
PMCL Consulting
Dec 6, 20224 min read
Enhancing Reputation Through a Charity's Investment Portfolio
The Charity Finance Group published the following article in November 2022. You can view this on their website here . Charities once...
PMCL Consulting
Nov 8, 20228 min read
How Alternative are Alternative Investments?
Charity Finance convened a panel of experts (including PMCL's Tatyana Mursalimov) to discuss the role of alternative investments in the...
Edward Jewson
Sep 23, 20222 min read
Fifth Anniversary of PMCL Consulting
September is the fifth anniversary of the launching of PMCL Consulting - reflections of Founder and CEO, Edward Jewson.
Edward Jewson
Jul 4, 20223 min read
The Old and the New of Investing in the Time of Crisis
This is the second article in the series Reflections on the past three decades of charity investing by Edward Jewson, founder and CEO of...
Edward Jewson
May 16, 20223 min read
Reflections on the Past Three Decades of Charity Investing
Over the next few months, I thought that I would set out my experiences of advising charities over the past three decades and why I...
Tatyana Mursalimov
Dec 15, 20213 min read
ESG and Direct Lending
David Smart of PMCL Consulting participated in the panel discussion on ESG at the Direct Lending Outlook Europe 2022 event in...
Tatyana Mursalimov
Nov 1, 20214 min read
A Guide to Reviewing your Charities Investment Manager
Reviewing investment performance and managers on a regular basis is a legal responsibility of trustee boards where charities have...
Tatyana Mursalimov
Jun 30, 20212 min read
Five Top Tips on Diversifying your Charity Investment Portfolio
A need to diversify investments is a requirement for charity trustees to act within the law, as stated in the Charity Commission's Guide...
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