How to develop an investment policy statement

An investment policy statement sets out a charity’s investment objectives and how it intends to achieve them. This enables trustees to demonstrate that they have complied with their duties and will also provide an investment manager with a framework to make informed decisions that align with your charitable purposes. This SCVO Trustee Network practical lunchtime webinar will look at:

• what you need to think about when deciding your investment objectives
• considering your short and long term financial commitments and spending plans
• key risks trustees need to consider
• any restrictions and ethical considerations
• performance benchmarks that will help assess an investment manager
• how you’d like to get reports on your investments

Join Fiona Gillespie, Head of Charities (Scotland) and Eve Sneddon, Assistant Investment Manager from Rathbones for expert advice on developing an investment policy statement and a chance to access a useful guide and template to create your policy document. 

Charity trustees and finance managers

We really want to hear your views and so this event will be a Zoom meeting, which allows all participants to see who else is in attendance and lets us interact with everyone in attendance. We will be taking some time at the end of the session to answer your questions and you can either ask them directly on the day or please feel free to submit a question or comment in the online booking form prior to the event. The session will also be recorded and shared on our Youtube Channel after the event.