Tuesday, 19 March 2019

Guide: A practical guide to CC14: the charity commission guidance on investment matters for Trustees

The Charity Commission guidance on investment (CC14) aims to provide a useful framework for trustees.  Rathbones, the investment management company have produced this additional guide as a practical commentary to go hand in hand with the CC14 guidance.  It covers a trustees responsibilities, what to include in an investment policy and statement, how to select an investment manager and useful links.

Available to download