Creating a Strategic Investment Policy
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Document Details
- Author Name:
- Not supplied
- Author Organisation:
- Sarasin and Partners
- Document ID:
- Not supplied
- Publication Date:
- 01/01/0001
- Publication Type:
- Information Sheet
- Document Origin:
- Not supplied
Abstract
This article is explains the best way of creating a strategic invest policy.
Suggesting in a step by step guide that the appropriate investment policy for any individual charity will be rooted in its objectives.
In CC14, “Investment of Charitable Funds: Detailed Guidance”, the Charity Commissioners state that “any investment policy” should address four issues - “the creation of sufficient financial return to enable the charity...to carry out its purposes”, “the maintenance and, if possible, enhancement of the value of the invested funds”, “the management of risk” and “the charity’s stance on ethical investment
(if any)”.
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