9 February 2012
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"How to choose your Investment manager"

News from: Reading Voluntary Action (RVA)

by The Trust Partnership

12 July 2010

Investment Manager guide for charity trustees from the Trust Partnership

The Trust Partnership has recently released a new publication, ‘How to choose your Investment Manager.’

All trustees should be aware of the requirement for them to review their investments and investment policy, as big decisions are often made with little help and inadequate information. The Trust Partnership has produced this booklet to help trustees through this intimidating and confusing process.

Starting with an analysis of the current situation, How to choose your Investment Manager explains what steps need to be taken, the duties of the trustees, the treatment of risk and ethics, what needs to be done and what help is available. It includes simple profiles of many of the leading Investment Managers and helps Trustees with the questions they should ask and how to interpret the answers.

The publication is available to download free from The Trust Partnership website .


 

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