Charities - Investment Policy Statement

DanAtkinsonUK

Does anyone have any experience with the above? Have you written one before?

arongunningham

Yeah we sometimes do. There's little difference between an IPS for a charity and a trust.

Does this help:

https://www.step.org/sites/default/files/Policy/pdfs/investment-policy-statement-guidance.pdf

In my experience the best way to set you on your way is to find real-life examples:

https://www.nestpensions.org.uk/schemeweb/NestWeb/includes/public/docs/statement-of-investment-principles,PDF.pdf

http://www.pensionprotectionfund.org.uk/DocumentLibrary/Documents/SIP_January_2016.pdf

http://lib.standardlife.com/library/uk/gen2835.pdf

I can't find a good example for a smaller charity (these might be a bit OTT for your needs?).

DanAtkinsonUK

Thanks for those. The STEP page is helpful. I've just spotted the following which looks handy.
http://www.cazenovecapital.com/sysglobalassets/wmmediaassets/uk/charities/documents/reports/writing-your-charities-invesment-policy-a-guide.pdf