Enhancements to Universe Reporting

In the latest Q3 2019 charity fund universe report that we issue to participants and subscribing charities, we continued to enhance the reports by providing additional information and charts.

We added a chart to show the individual period returns and provided rankings related to the size bands of charities within the universe

Individual Period Returns

The chart below shows how the Teknometry CIG Charity Universe net returns have performed each quarter since inception.

The following pie charts show the percentage of charities in each of the three same size bands according to their Rank. Rank 1 represents the top 25% performing charities in the universe whereas a ranking of 4 represent the bottom 25% performing charities for the quarter ending on 30th September 2019.

If you have any ideas or suggestions for other information you would like to see included in the universe reports please email us at support@teknometry.com and providing the information is available to us we will seek to add them in the future.

Participant Comparison Reports

As part of the calculation of the universe we also calculate each participant’s own universe so as a “house” you can see how the charity funds you manage have performed relative to the universe itself. While this information is available within the portal, we have developed a specific PDF report that contains the relevant information. If you are a participating manager and wish to see what this would look like for your organisation, please feel free to contact info@teknometry.com for more information.

Charity Financials Article

Earlier this month we wrote an article for the November edition of Charity Financials that analysed whether the relative size of charities within the Teknometry / CIG charity Fund Universe had any correlation with the returns they achieved.

In summary it was found that large charities performed better than their peers in positive markets but conversely performed poorer when returns were declining.

The full article can be found on the Charity Financials website here, or you can download a PDF copy here.

Charity Fund Peer Group Universe Launched by Teknometry and the Charity Investors’ Group

Investment performance specialists Teknometry, today announced the launch of the Teknometry CIG Charity Fund Universe, which has been established in conjunction with the Charity Investors’ Group (CIG).

The Teknometry CIG Charity Fund Universe has been created to provide a representative peer group for the analysis of UK charity investment performance, initially in the multi-asset sector.

The universe has nine founding participant investment management firms that have provided five years of data on their balanced portfolios in order to establish the universe with a credible history from the launch. The five year history focused on total net return data and going forward Teknometry will be expanding the analysis to included asset allocation and yield data.

At the 30th June 2017 the Teknometry CIG Charity Universe was comprised of 1,352 portfolios representing over £14.6bn of UK charity fund assets.

The average UK charity fund returns for periods ending 30th June 2017 are shown in the table below.

Last 3 Months %Last 6 Months %Last 9 Months %Last 12 Months %

“The Teknometry CIG Charity Fund Universe is now the most representative peer group sample of balanced charity investment portfolios in the UK and will provide much-needed insight into the sector. Our aim is to expand the universe in terms of sample size and analysis over the coming months in order to provide further insight. We are grateful to the CIG and the founding participants for supporting this initiative, which has been a year in the making.”

Mick Brant, Managing Director, Teknometry

“I am delighted that Charity Investors Group members have come together to share their investment data. The resulting peer group will be a really useful comparator for charity investors, representing around 15% of all invested UK charitable assets.”

Kate Rogers, Chair of the Charity Investors’ Group