Juniper Wealth Management Charity Investments

6 key considerations for Charity Trustees when reviewing Charity Investments

Whether you are new to being a Charity Trustee, an experienced Trustee or simply someone interested in becoming one in future getting to grips with some of the responsibilities you have can be difficult such as reviewing Charity Investments. You will be asked to make decisions and take responsibility for things that are often outside of your work and life experience to date such as Investment Policy Statements and other such regulations.

In this article we outline 6 key considerations Charity Trustees need to consider when making Investment Decisions.