Charity Investment Conference 2012
15 Oct 2012
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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An analysis of the charities that make up the Charity 250 Index has revealed that the minimum income requirement to be included in this group has increased by 30 per cent over the last year, from £12.5m to £16.8m.
New entrants have significantly increased the minimum income requirements for membership of the Charity 250 Index, writes Diane Sim.
Five new entrants and five exits, but still no change in the top tier in this year’s review of the Charity 100 Index, reports Diane Sim.
With competition heating up in the CRM market, charities are nearly spoilt for choice. Diane Sim presents the findings of the fifth annual Charity CRM Software Survey.
Last year’s recovery of the Charity 250 Index and the upturn in voluntary income have both been short-lived, writes Diane Sim.
In these austere times, charities are getting the most out of what they’ve already got – often with positive results, finds Diane Sim.
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.

15 Oct 2012
15 Oct 2012
15 Oct 2012
19 Nov 2012