Charity trustees: is it time to review your investment strategy?
As we move into January, many investors look to review their finances and set resolutions for the new year. We asked our Head of Charities & Philanthropy, Rupert Cecil, what trustees should be considering when it comes to investing. This is the third piece in our investment journey for charities where we have looked at the advantage of using an investment manager, why investments should be easy to understand – not daunting for trustees, and now is it time to review your investments?