What should you consider when designing and
reviewing your Charity’s Investment Policy Statement (IPS)? An IPS is a set of
broad principles governing the investments of your organisation and is
essential to enabling robust discussions with your investment managers. Join
the HSBC Charities and Education team to hear about market best-practice as
they draw on years of experience supporting not-for-profit organisations. They
will cover how to start drafting a blank IPS; key considerations regarding
ethical and sustainable investment requirements; how to evaluate your alignment
to the IPS on an ongoing basis and how to report to your stakeholders.
This training will also
provide a great opportunity to ask any questions to our presenters. Register in
advance for this meeting:
https://hsbc.zoom.us/webinar/register/WN_MMtHp2P6TvuRdRm7gJjs8A
After
registering, you will receive a confirmation email containing information about
joining the meeting.
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