Investment Governance: Is your current investment policy up to date and fit for purpose?

For many charities, an investment policy provides the foundation for effective stewardship of assets, helping trustees balance risk, return and organisational objectives. Yet with changing economic conditions, evolving regulatory expectations and shifting organisational priorities, a policy that was fit for purpose a few years ago may no longer provide the guidance and assurance your charity needs today.

Join CAF and LGT Wealth management on Tuesday 1 December at 12:00pm as we explore the key elements of effective investment governance, the questions trustees should be asking, and the common pitfalls to avoid when reviewing investment arrangements. Whether your charity is considering a full policy review or simply wants to sense-check its current approach, this webinar will provide practical insights to help ensure your investment policy remains aligned to your mission, financial objectives and long-term responsibilities.