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caritas Magazine - leadership and management for the third sector

Caritas Magazine
June 2009 Supplement
June 2009 Supplement

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In this month's issue

Editorial

Welcome		 Welcome to the Guide to Finance - Clarissa Dann

Editorial

Foreword		 Welcome to the Guide to Finance - Dame Suzi Leather

Finance - Financial reporting information

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

Finance - Key financial responsibilities

Trustees of voluntary organisations have a significant range...		 Key financial responsibilities

Finance - The role of your auditors

It is a legal requirement under the Charities Act 1993 for charities to be audited		 The role of your auditors

Investment - Asset classes and portfolio components

A brief round-up...		 Asset classes and portfolio components

Investment - Choosing investment managers

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

Investment - Implementing your investment policy

Once the investment policy statement has been finalised...		 Implementing your investment policy

Investment - Reporting and reviewing investment information

Although investment performance should be the main determinant of trustees' satisfaction...		 Reporting and reviewing investment information

Legal - 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		 Legal and regulatory obligations

Supplements - 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...		 How to develop your investment strategy

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