Writing an effective investment policy for your charity

Whether you’re looking to review your charity’s investment policy or starting from scratch, this episode will help you to understand the essentials. David Ainsworth speaks to Isobel Fraser and Ian Enslin from Waverton Investment Management who provide some helpful guidance and top tips when it comes to preparing your charity’s investment policy.

 

Disclaimer: Nothing that we say in this podcast is prescriptive and we are not providing specific investment or legal advice. Investors should be aware that investing comes with its risks, and that the value of your investments can go down as well as up.