Once your investment policy has been finalised, you may well be looking to select an investment manager. But, with a number of different managers out there, where should you start? Selecting an investment manager can be time consuming for all those involved, so you will want to ensure that you get the most out of the exercise. Most charities will undertake a tendering process including a written proposal and presentation stage, before selecting an investment manager. Taking a structured approach like this can make the task easier and more efficient, and can help demonstrate fiduciary responsibility to the wider board and regulators.
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