Investment policy statements

The Charity Commission encourages charities that carry out investment to have a written investment policy. A charity’s investment policy should reflect its financial position and requirements, but essentially it should provide a framework to assist trustee decision-making and set out the objectives and key considerations for how investments should be made and managed. BWB’s Oliver Scutt outlines the position.

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All content on this page is correct as of October 18, 2017.