In this video interview, Perpetual’s Scott Hawker explains why every not-for-profit should have an Investment Policy Statement (IPS) in place to help deliver on their mission.
An IPS provides a framework for the financial governance of your organisation, from assuring management of a reasonably predictable flow of funds to the organisation to providing a mandate for the investment adviser as to how the funds are going to be invested. It can also give comfort to donors that their money is being professionally managed.
PHILANTHROPISTS Advice and structures to help your philanthropy have maximum impact
NOT-FOR-PROFITS Strategies for optimising your financial investments and organisational sustainability
IMPACT FUNDING Information on applying for funding from the philanthropic trusts we manage