We're excited to be launching our refreshed Investment Policy guide in early 2026. Join Tom Montagu-Pollock, Kate Rogers, and Tom Holbrook for a discussion on Investment Policy Best Practice.
Over the past decade, the investment landscape has evolved significantly. The range of available investments has broadened, and there have been notable developments in both sustainable and values-aligned investing. In addition, the Charity Commission has updated its guidance (CC14), and the Charity Investment Governance Principles were published in early 2025. In response to these changes, Cazenove Charities will be publishing updated, peer-reviewed best practice guidance for investment policies.
A robust Investment Policy Statement safeguards a charity’s financial future, aligns investments with its mission, and strengthens confidence among all stakeholders. It is not simply a regulatory requirement, but a strategic asset.
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