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Supplements - Guide to finance

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Articles

Asset classes and portfolio components

A brief round-up...


June 2009 Supplement
Asset classes and portfolio components

Choosing investment managers

Managing an investment portfolio is an art not a science and requires specialist skills and knowledge


June 2009 Supplement
Choosing investment managers

Financial reporting information

Trustees need to ensure that they, or a delegated committee such as the finance committee...


June 2009 Supplement

How to develop your investment strategy

When the Investment Powers Working Group conducted a review on behalf of the charity sector into the possible implications...


June 2009 Supplement
How to develop your investment strategy

Implementing your investment policy

Once the investment policy statement has been finalised...


June 2009 Supplement
Implementing your investment policy

Key financial responsibilities

Trustees of voluntary organisations have a significant range...


June 2009 Supplement
Key financial responsibilities

Legal and regulatory obligations

When it comes to finance, the duties of trustees and executives are grounded in a wide range of statutes, standards and guidance


June 2009 Supplement
Legal and regulatory obligations

Reporting and reviewing investment information

Although investment performance should be the main determinant of trustees' satisfaction...


June 2009 Supplement
Reporting and reviewing investment information

The role of your auditors

It is a legal requirement under the Charities Act 1993 for charities to be audited


June 2009 Supplement
The role of your auditors

Welcome to the Guide to Finance - Clarissa Dann

Welcome


June 2009 Supplement
Welcome to the Guide to Finance - Clarissa Dann

Welcome to the Guide to Finance - Dame Suzi Leather

Foreword


June 2009 Supplement
Welcome to the Guide to Finance - Dame Suzi Leather


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