Investment policy guide

The Charity Commission published updated investment guidance for charities in 2012.

You can read more about this on their website or in our guide to CC14. In line with guidance and in conjunction with the Charity Finance Group, Kate Rogers, as Chair of the Charity Investors' Group prepared a useful document: 'writing your charity's investment policy - a guide' which contains some examples of written investment policies that may be helpful in preparing your own charity's investment policy statement.

Contact Us

John Clifton

Business Development Manager

Tel: +44 (0)20 7658 3636

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

James Brennan

James Brennan

Portfolio Director