Charities
As one of the UK's most experienced managers of Charitable Assets, our knowledge of the charity market is enhanced by our annual J.P. Morgan Asset Management Charity Investment Industry Survey. Over the years, we have surveyed in excess of 700 charities and the survey continues to be widely recognised as an essential guide to investment changes and trends among the UK's leading charities. Find out more by downloading the results of our research and further insight pieces.
How robust is property as an investment vehicle for charities in the current economic climate?
Over the last decade, nothing short of a transformation has occurred in the European commercial property investment market. Commercial property has matured as an asset class, with growing investor recognition of its attractive risk-return characteristics and the diversification benefits of holding commercial property in a multi-asset portfolio. August 2008.
How liquidity funds provide a safe haven for charity investors?
Ongoing financial market volatility, falling interest rates and concerns over the safety of bank deposits following the collapse of Northern Rock have focused charity investors' attention on their cash investments. In this volatile environment, liquidity funds have proved to be the investment of choice. May 2008.
Positive Thinking
The 2007 J.P. Morgan Asset Management annual charity survey identifies charities as being sanguine on short-term volatility, says Jeremy Wells, head of charities investment at J.P. Morgan Asset Management. Originally produced in Charity Finance, March 2008.
Annual Charity Investment Industry Survey 2007
The timing of this year's survey is particularly significant given the market uncertainty that began in summer 2007 and continued into 2008. Although the impact of the credit crunch on returns cannot fully be gauged from the data provided, the survey does provide interesting insight into its effect on charity expectations for the future.
A Cautious Approach
Charities are adopting a cautiously optimistic approach to the future, according to Jeremy Wells, head of charities investment at J.P. Morgan Asset Management. Originally produced in Charity Finance, March 2007.
Annual Charity Investment Industry Survey 2006
We introduced two new topics in the survey in 2006, with questions on charities attitude to socially responsible investing and the composition of their Trustee Board. By including these new questions, we sought to gain even deeper insight into the current thinking of charities.
Annual Charity Investment Industry Survey 2005
This year, we received a record number of responses, with 134 organisations responding compared to 110 in 2004. This represents over £20 billion of charity assets, which is nearly double last year's figure of £11 billion. As a result of the continued high level of responses, the survey continues to provide a valuable insight into the trends and changes in the charity industry.
Annual Charity Investment Industry Survey 2004
This year marked the fourth anniversary of the survey - a study which is widely recognised as an essential guide to investment changes and trends among the UK's leading charities.
J.P. Morgan Market Views
Keep up to date with the views and analysis on events across world financial markets from J.P. Morgan Asset Management's strategists David Shairp and Tom Elliott.