Could do better: Charity 100 Index February 2012
Tags: Charity 100 Index
Diane Sim
Freelance consultant
Diane Sim is a freelance consultant specialising in research-based projects in financial and professional services. For Charity Finance magazine she has authored the recent annual surveys on banking, fund management, charity shops and the finance function and is currently working on the annual audit survey.
Sim formerly headed up the retail banking and wealth management division of VRL Knowledgebank, where she was responsible for the company's newsletters, websites, management reports and conferences in those segments. She has also edited newsletters in the financial services sector including European Banker, Cards International and Retail Banker International.
She has also worked as a consultant on research-based strategy projects for UK and international financial services clients, both at Davis International Banking Consultants (1994-2001) and Coopers and Lybrand (1989-1994).
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The Charity 100 Index continues to rise but – mirroring last year’s lacklustre performance – it is still falling short of both its quarterly and annual benchmarks, finds Diane Sim.
For the first time in two years the Charity 250 Index has outperformed both its quarterly and annual benchmarks, writes Diane Sim.
With the prospect of hard times ahead, charities are demanding more from their auditors, finds Diane Sim.
The Charity 100 Index has met its quarterly performance target but needs a few more quarters like this to get fully back on track, reports Diance Sim.
Volatile markets signal testing times ahead for charity investors, finds Diane Sim.
Income from grants and fees continues to prop up other income streams in the Charity 250 Index. Diane Sim wonders how long this can be sustained.
Financial results for 2010 have so far arrested the decline of the Charity 100 Index, but they should not mask its continued underperformance, reports Diane Sim.
Strong Q1 performance tails off in Q2, as income from grants and fees comes under pressure, reports Diane Sim.