Investment Policy Template

£5.00

This document is a template for an Investment Policy Statement (IPS) designed specifically for small charities. It outlines a structured approach for managing the charity's financial assets.

Essentially, it's a comprehensive guide to help a small charity prudently manage its investments in line with its mission and legal obligations

This document is a template for an Investment Policy Statement (IPS) designed specifically for small charities. It outlines a structured approach for managing the charity's financial assets.

Essentially, it's a comprehensive guide to help a small charity prudently manage its investments in line with its mission and legal obligations

Financial Planning and Budgeting Policy & Process for Small to Medium Charities
Financial Planning and Budgeting Policy & Process for Small to Medium Charities
£5.00
Template Charity Reserves Policy
Template Charity Reserves Policy
£5.00

The template covers:

  • Purpose and Objectives: Why the charity invests, focusing on capital preservation, income generation, liquidity, and fulfilling fiduciary duties.

  • Scope: Which assets the policy applies to.

  • Investment Horizon: The typical long-term timeframe for investments.

  • Risk Tolerance: The charity's comfort level with investment risk.

  • Asset Allocation: Recommended diversification across different types of investments like cash, bonds, and stocks, with percentage ranges.

  • ESG Considerations: Options for incorporating ethical, social, and governance factors into investment decisions.

  • Investment Management: How investments will be overseen, including the role of trustees and potential external advisors.

  • Monitoring and Review: How often the policy and investment performance will be checked.

  • Spending Policy: (Optional) Guidance on how much can be spent from endowment funds.

  • Reporting and Amendments: Procedures for reporting on investments and making changes to the policy.

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