Benchmark Review

In this article Mark Freeman looks at how Trustees can set effective benchmarks for risk and return on their investment portfolios.


Before any changes are made to benchmark and asset allocation, the required level of return and risk appetite should be reviewed, discussed and agreed reviewed with Trustees.


Cost Savings...Where To Start?

Over the next few months we will be bringing you a series of articles with some practical advise both on how to save money, and to ensure that every pound that you receive is utilised with the utmost effectiveness.

In recent months the economic news seems to have affected the charity and not for profit sector particularly badly. At Mark Freeman & Associates we are only too aware that the challenges of a recession are making it increasingly difficult for our clients to raise money, whilst at the same time trying to contain increasing costs.