relevant for charities with overseas operations. 13. Reporting What kind of channels of Set out how you want to requirements communication do we want with receive reports with valuations our investment manager/other and commentary. Set out any adviser (if you have one)? How online access requirements. often do we want to meet State how frequently any key them/receive reports? How will committee/board meetings take we have visibility over the value place where you expect your of our various assets and how investment manager/other this changes over time? adviser to attend. If you have a building, state any policy relating to valuations or updates on the building’s condition. If you have
relevant for charities with overseas operations. 13. Reporting requirements What kind of channels of communication do we want with our investment manager/other adviser (if you have one)? How often do we want to meet them/receive reports? How will we have visibility over the value of our various assets and how this changes over time? Set out how you want to receive reports with valuations and commentary. Set out any online access requirements. State how frequently any key committee/board meetings take place where you expect your investment manager/other adviser to attend. If you have a building, state any policy relating to valuations or updates on the building’s condition. If you have
v10_charity-investment-guide_large-print.docx