10 Mar 2014
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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As over half the Charity 100 members report annual results, the overall picture remains pretty grim, finds Diane Sim.
Suffering its second quarterly fall since the 2008 financial crisis, the Charity 250 Index is clearly under pressure, finds Diane Sim.
Charity investors may have to accept more volatility and greater risk in future, if they are to sustain desired rates of return, finds Diane Sim.
Strong performance from investments, grants and fees
compensates for poor performance from voluntary,
trading and legacy income, finds Diane Sim.
A crowded and competitive legal market helps cost-conscious charities shop around for value, finds Diane Sim in our second annual legal survey.
25 Mar 2014