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Charity Fund Management Survey – win a £100 John Lewis voucher

28 Aug 2020 Announcement

Charity Finance magazine’s annual Fund Management Survey is now open for responses and we would be very grateful for your participation.

Each year the finance teams of thousands of UK charities eagerly anticipate the findings to guide them when reviewing their investment strategy and their fund manager.

Alongside the detailed benchmarking information submitted by fund management firms, we are asking charities to give us their views in order to build a picture of their needs and preferences.

If you represent a charity with an investment portfolio, please fill out the charities’ questionnaire.

The information you provide will be treated on an aggregated, non-attributable basis, so you need not have any concerns about confidentiality.

The survey results will be published in the November issue of Charity Finance and online at

Everybody who completes the questionnaire to the end will be send the full report on publication. In addition, all completed responses will be entered into a prize draw to win a £100 John Lewis voucher.

The deadline for responses is Friday 18 September 2020.

If you work for a fund manager rather than a charity, please download the fund managers’ questionnaire.

Thank you in advance for your assistance, and please do forward the relevant questionnaire to any colleagues or clients that you think may be interested.

Charity Finance is packed with practical articles and analysis of the latest financial trends, as well as in-depth briefings on technical and legal changes, and benchmarking surveys to help busy finance teams get value for money. Find more information here and subscribe today!



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