Fund Management Survey 2020 - Charities' views

Each year the FDs and trustees of thousands of UK charities eagerly anticipate the findings of the annual Charity Finance Fund Management Survey to help them decide who to trust with their investments. This year, ensure your views are part of that by filling out this questionnaire.

The following questions complement those asked of investment firms to help us build a robust picture of the investment landscape.

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

To allow sufficient time for analysis, responses must be received no later than Friday 18 September 2020.

How do you receive the findings?

The survey results will be published in the November edition of Charity Finance and online at Everybody who completes the questionnaire to the end will be sent the article on publication. In addition, all completed responses will be entered into a prize draw to win a £100 John Lewis voucher.

If you experience any problems completing this survey please contact Diane Sim at

Thanks in advance.

Tristan Blythe
Charity Finance