Finding advisers
Getting appropriate advice on investment strategies, the implementation of investment policy and selection of fund managers is an important part of the investment process. It can help you to find the most suitable investment options.
But it is not always essential. If your charity has only a small sum to invest, or has sufficient expertise within your trustees, you do not necessarily have to seek advice.
The Charity Commission states:
“Before exercising any power of investment, and when reviewing the charity's investments, trustees must obtain and consider proper advice from a suitably qualified adviser (who may be one of the trustees), unless the size of the funds available for investment is so small that seeking investment advice would not be cost effective. “
CC14: Investment of Charitable Funds
The How to select an adviser section outlines some of the issues to consider when choosing and working with investment advisers or consultants.
The Database of advisers provides details of advisers, the services they offer and experience/expertise in Responsible Investment issues.
