Author: Paul Palmer
How to set your charity’s investment objectives
A charity’s investment objectives should form an integral part of its strategy and explain why the charity holds these funds as it does…
Why you need to understand your investment risk profile
The first step in creating effective investment strategy is to consider your charity’s objectives and the role an investment portfolio has in achieving those…
The golden rules for charity investment committees
Trustees must ensure that a charity has an effective governance structure to manage and oversee its investable assets...