Policy paper
Investing charity funds: regulatory perspective
A brief guide to the investment of charitable funds, provided to the Cabinet Office to inform the development of co-mingling funds.
Applies to England and Wales
Documents
Details
This document considers ways to remove barriers that may discourage charities from participating in these new initiatives, whilst ensuring that trustees remain aware of their powers and duties and the requirements of the law.
It sets out the key principles involved in investment of charitable funds, decision making and risk assessment.