12 Feb 2015
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 new Sorps are published, but the uncertain future of the FRSSE is creating confusion for many charities over which one to use, finds Diane Sim.
Topping a sluggish year, the Charity 100 Index has delivered above-average performance and broken through the 3,000 mark, finds Diane Sim
Hawkish views on interest rates are creating bearish investor sentiment – despite two years of double-digit returns, finds Diane Sim.
Following another lacklustre quarter, the Charity 250 Index has remained virtually static over the last two years, finds Diane Sim.
The Charity 100 Index may have recovered from its recent fall but it still has a long way to go before it is back on form, finds Diane Sim.
Positive results from a handful of charities have at least temporarily held in check the recent decline of the Charity 250 Index, finds Diane Sim.
Consolidation in the legal market has reduced the number of firms but charities still have a wide range of options, finds Diane Sim.