Policy paper

Investing charity funds: regulatory perspective

A brief guide to the investment of charitable funds, provided to the Cabinet Office to inform the development of co-mingling funds.

This was published under the 2010 to 2015 Conservative and Liberal Democrat coalition government



This document considers ways to remove barriers that may discourage charities from participating in these new initiatives, whilst ensuring that trustees remain aware of their powers and duties and the requirements of the law.

It sets out the key principles involved in investment of charitable funds, decision making and risk assessment.

Published 19 November 2013