Foundations of a Robust Charity Investment Strategy: Setting your objectives

28 February 2024

This is the second article in the series on Strategic Investment Framework for Charities that we worked on in collaboration with Robert Hayes, a senior consultant to PMCL Consulting.

In the first article we discussed what constitues a good investment strategy. In this second article we focus on the main objectives. The most basic points to establish relate to thefinancial position and aspirations of the institution.

In simple terms it is always crucial to keep in mind ‘What is the money for?', 'What are we hoping to achieve?' and 'What do we want to avoid?’.

In this article we focus on the first two questions.

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