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Charity investment training webinar series

Understanding investing: CC14 and how to develop an investment policy

3 December 2020

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Article last updated 7 November 2023.

In this webinar Andy Pitt  and Gareth Pearl provide an overview of financial investments, a charity trustee’s investment management duties and the investment policy statement. 

Read our guide to accompany this webinar: A practical guide for trustees to the Charity Commission's guidance on investing charity money (CC14)

To find out more about Rathbones’ approach to portfolio construction and investing for charities, please contact:
Natalie Yapp

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