Investments

Charitable investment needs careful consideration in striking the right balance between providing income in the short term, and enhancing the value of funds held for future requirements.  A prudent approach to investing charitable funds would initially involve the Trustees’ understanding their investment powers and duties in tandem with the investment policy for their charity, and ensuring this is reviewed on a regular basis.

It is essential that the Trustees seek professional advice on the suitability of their investments including whether they are consistent with an ethical investment policy and ensuring assets are managed in a portfolio with due regard for diversification.  Very few Charities will have the necessary experience to manage their investments in house, and those that do not will need to consider appointing suitably qualified professional investment advisers.  Simon Bonnett, FW Stephens and member of UK200 Charities Group has the experience in advising Charities on suitable investment strategy, incorporating ethical and socially responsible requirements.

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