REDP: New investment guidance for charities

New investment guidance for charities

Summary: The Charity commission, the independent regulator for charities in England and Wales, has today published updated guidance on charities and investment matters.

The new online guidance, which replaces the Commission’s previous advice on investments, describes the legal duties and principles that apply to charity investments and the risks that trustees must address. It offers a clear framework for decision making, however emphasises that it is up to trustees to decide on the most appropriate overall investment strategy for their charity.

The guidance reflects the Commission’s new regulatory approach and wider changes in policy and practice within the charity sector. In recent years, increasing numbers of charities have been considering investing funds in ways that serve to directly further their charitable aims. In the past, charities usually invested solely for a financial return.

The updated guidance confirms that trustees can invest ethically, sustainably, for a financial return or to achieve charitable aims or for a mix of all or any of these. However, trustees must be clear about their motive in making an investment and must be able to justify that they are using their charity’s resources in its best interests.

To read full article, click here.

Source: oneeastmidlands.org.uk

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Home News About Us Working for REDP Projects Events Resources Equality Matters Equality Legislation Contact Us Staff Area	New investment guidance for charities Summary: The Charity commission, the independent regulator for charities in England and Wales, has today published updated guidance on charities and investment matters. The new online guidance, which replaces the Commission’s previous advice on investments, describes the legal duties and principles that apply to charity investments and the risks that trustees must address. It offers a clear framework for decision making, however emphasises that it is up to trustees to decide on the most appropriate overall investment strategy for their charity. The guidance reflects the Commission’s new regulatory approach and wider changes in policy and practice within the charity sector. In recent years, increasing numbers of charities have been considering investing funds in ways that serve to directly further their charitable aims. In the past, charities usually invested solely for a financial return. The updated guidance confirms that trustees can invest ethically, sustainably, for a financial return or to achieve charitable aims or for a mix of all or any of these. However, trustees must be clear about their motive in making an investment and must be able to justify that they are using their charity’s resources in its best interests. To read full article, click here. 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New investment guidance for charities