Articles

We know that investing for a financial return in not a simple or quick decision for many charities.

This guide will take you through the following key considerations:

1. RULES & REGULATION

2. UNDERSTANDING RISK

3. SETTING YOUR OBJECTIVE

4. YOUR INVESTMENT POLICY

5. ETHICAL INVESTING

6. CHOOSING AN INVESTMENT MANAGER

7. THE TENDERING PROCESS

8. REVIEW & REFLECT