Articles

Investing your Charity's money for the first time

29 January 2025

We know that investing for a financial return in not a simple or quick decision for many charities.
This guide will take you through the following key considerations:

1. RULES & REGULATION

2. UNDERSTANDING RISK

3. SETTING YOUR OBJECTIVE

4. YOUR INVESTMENT POLICY

5. RESPONSIBLE INVESTING

6. CHOOSING AN INVESTMENT MANAGER

7. THE TENDERING PROCESS

8. REVIEW & REFLECT

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