The Charity Commission’s CC14 guidance outlines several expectations for trustees regarding the monitoring and review of charity investments:
We recommend that reviews be conducted independently of the investment managers at least once a year, or more frequently if the charity's objectives or needs change. This ensures an unbiased evaluation of both performance and risk.
By conducting thorough reviews, managing risks, and staying compliant with regulatory requirements, charities can optimise their investment performance and ensure trustees are fulling their duties.
Buzzacott’s expertise in investment consultancy for charities ensures that your organisation receives tailored, professional advice. Our comprehensive review services help you monitor performance, manage risks, and adapt to market changes, ensuring your investments support your charity’s mission.
Buzzacott offers comprehensive investment review services tailored to the unique needs of charities. Our expertise in the not-for-profit sector ensures that your charity’s investments stay on track relative to objectives and risk and that trustees are fulfilling their duties.
Our investment consultants provide independent regular investment review reports. These reports provide a record of review and help meet the requirement of Trustees to review their investments independently from their investment managers. They review areas such as:
In addition, we help hold your investment managers accountable to ensure they meet your charity’s expectations. For more information or to speak with one of our specialists, please fill out the form below and we’ll be in touch.
Some investment consultancy services may not be available to existing Buzzacott audit clients.
This insight has been prepared to keep readers abreast of current developments. Professional advice should be taken in light of your charity’s circumstances before any action is taken or refrained from.