Writing you charity's investment policy : a guide

Publication Year

2012

Author(s)

  • Charity Investors' Group
  • CFG

Topic

Keywords

  • Investment policy

Website URL

http://www.cfg.org.uk/Policy/investment/~/media/Files/Policy/Investment/Writingy...

Description

Guide developed for UK charities (N.B. any legal guidelines may not be applicable in the Canadian context) offering a clear and thorough outline of what to cover in a charity investment policy.  It includes a model template and best practice examples for different types of organizations. It is not intended to be prescriptive nor does it offer specific investment or legal advice. 

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