THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT

To promote for Public Benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the CISI website.

www.cisi.org →

Income Mix

How much does it rely on each axis?

DonationGovernmentInvestmentMarket
AR18AR19AR20AR21AR22AR23AR24AR25
THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENTLLHH

Strategic Capacity

Reserves to expenditure: How long can it continue on its current course?
Unrestricted funds: How flexibly can those reserves be reallocated?

01002000100200Unrestricted funds ratioReserves to expenditure ratio
AR18AR19AR20AR21AR22AR23AR24AR25

Income Positioning

How has its income moved over time?

0100200AR18AR19AR20AR21AR22AR23AR24AR25

Archetype History

How stable is its structural position?

LLHH AR18 AR19 AR20 AR21 AR22 AR23 AR24 AR25
Donation
L L L L L L L L
Government
L L L L L L L L
Investment
H H H H H H H H
Market
H H H H H H H H

Axes Over Time

How has each axis shifted year on year?

Donation
0100200AR18AR19AR20AR21AR22AR23AR24AR25
Government
0100200AR18AR19AR20AR21AR22AR23AR24AR25
Investment
0100200AR18AR19AR20AR21AR22AR23AR24AR25
Market
0100200AR18AR19AR20AR21AR22AR23AR24AR25

Data attribution

Contains information licensed under the Open Government Licence v3.0 from the Charity Commission for England and Wales.