WHAT IS AN INVESTMENT POLICY?
A robust investment policy sets out your charity's goals and investment objectives - along with a clear strategy for achieving them. No two charities will have the same investment policy, but we've put together some general guidance to help you write a policy that works for your organisation.
Your investment policy acts as an important framework for:
- making investment decisions
- helping your trustees to manage your charity's resources effectively
- demonstrating that you're meeting your governance responsibilities