Rathbones publish a practical guide to CC14, the Charity Commission’s guidance on investment matters for trustees

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One of the most important roles as a trustee is to manage your charity’s resources responsibly. That means exercising sound judgement and not taking unnecessary risks, particularly when it comes to investing. You need to make balanced and adequately informed decisions, which involves thinking about the long term as well as more immediate concerns.

Many charities choose to outsource the task of investing their assets to a professional investment manager. Yet our experience at Rathbones is that the relationship between a charity and investment manager works best when trustees have a good understanding of what’s involved.

As part of its commitment to helping trustees, the Charity Commission has published Charities and investment matters: a guide for trustees, also known as CC14. Although CC14 provides a useful framework, we feel it lacks substance in some areas, while other parts are unnecessarily detailed.

Our guide provides a practical commentary on the main aspects of CC14 for trustees to think about as they consider their investments.

Please click the link below or go to rathbones.com/… to download the full digital version of Investment matters: a practical guide to CC14. If you would like to receive a printed copy, please email christina.mina@rathbones.com.

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