Articles

Here we provide an overview of a charity trustee’s investment management duties and how to develop and draft an investment policy statement.

https://rathbones.com/sites/rathbones.com/files/imce/cc14_and_how_to_develop_an_investment_policy_-_a_short_guide_for_charities.pdf

https://www.rathbones.com/sites/rathbones.com/files/imce/investment_matters_-_cc14_final.pdf

http://www.rathbones.com/sites/rathbones.com/files/imce/final_what_to_include_in_an_investment_policy_statement.pdf

https://www.rathbones.com/sites/rathbones.com/files/imce/final_what_to_include_in_an_investment_policy_statement_scotland.pdf