Charity Finance Group announce project to develop investment principles

Jan 5, 2024
Author: Simon Bladen
Simon is one of the firm's Audit Partners. Simon is responsible for looking after the firm’s legal, charitable and not-for-profit clients.
Charity Investment

On 6th December, the Charity Finance Group announced their Charity Investment Principles project. These Charity Investment Principles will be created by charity sector experts and will aim to support trustees when it comes to making difficult charity investment choices.


How will these charity investment principles be created?

The principles that will be created will be a reflection of the lessons learned from the Butler-Sloss case from 2022. The ultimate aim is to develop a universal set of investment principles that investment, legal and charity experts are happy with in order to increase the confidence of governance regarding charity investments.


Who will be involved in creating these investment principles?

An independent consultant will be leading this project and will be guided by those that represent the following organisations. The association of Charitable Foundations, Charity Finance Group, National Council for Voluntary Organisations and the Secretariat of the Charities Responsible Investment Network and Wales Council for Voluntary Action.


When are these charity investment principles due to be released?

Initially, the independent consultant will be running a number of focus groups with key stakeholders in the charities sector. Following this, there will be an open consultation in the spring of 2024. Any charity leaders or trustees or anyone with an investment governance interest can register to be involved in this open consultation. Following this open consultation, it is expected that these principles will be published next summer.

How can we help?

At Hawsons our accountants recognise that not-for-profit organisations have very different requirements from other businesses and are currently exposed to a challenging economic climate.

Our dedicated team of charity accountants fully understands the complex, ever-changing regulatory requirements of the charity and not-for-profit sector. Irrespective of your size we wish to support you to maximise the benefits you could achieve through our specialist professional advice.

Charities & not-for-profit organisations are currently facing extensive changes in their regulatory and legal framework. Given the additional pressures on fundraising, complex tax regimes, internal risk exposure, and stakeholder demands, it has never been more important to obtain specialist professional advice.

Simon Bladen


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