Charity Investment Policy Framework

Over the past decade, the investment landscape for charities has changed profoundly. We’ve seen an expansion in the range and sophistication of available investments, rapid progress in sustainable and values‑aligned investing, and a notable strengthening of governance expectations.

Alongside these shifts, the Charity Commission for England and Wales refreshed their CC14 guidance in the summer of 2013, and in early 2025 we saw the publication of the Charity Investment Governance Principles.

In response to these changes, we have developed a peer-reviewed, best practice framework to help equip trustees to create their own Charity Investment Policy invest with clarity and confidence in today’s context.

“We are delighted to be launching our Charity Investment Policy Framework.

We hope this framework provides a clear, practical and accessible foundation for trustees and charity executives as they navigate the current investment landscape. Our aim is to support the sector in making well governed, mission aligned decisions, both now and into the future.

A huge thank you to everyone involved in developing, reviewing and refining this work. We’re proud of the collaborative effort behind it, and we’re excited to see how it helps strengthen investment governance across the sector. Particular thanks to my colleagues, Tom Holbrook and Kate Rogers who wrote the publication and to the amazing group who kindly reviewed our first draft: Gail Cunningham, Alice Ryder, Gemma Cartwright, Guy Davies, Joni Rhodes, Matt Sisson & Richard Robinson.

We look forward to continuing the conversation, hearing your perspectives, and working together to ensure charities are equipped to invest with confidence and purpose.”

Tom Montagu-Pollock, Co-Head of Charities

Your charity's investment policy statement acts as a vital framework for making investment decisions and managing your organisation’s resources effectively. A robust policy helps safeguard your charity’s financial future, align investments with mission and values, and strengthen confidence among trustees, beneficiaries, donors, and other stakeholders. It is not simply a regulatory requirement, it is a strategic asset.