Episode 5 – Decision-making, Risk & Control

Rachel Titchen and Gail Cunningham explore the fourth principle on Decision-making, Risk and Control. This principle explores how taking advice on investments is a requirement as set out in the CC14 guidance and the ways trustees should record their decisions when they are being made. The Charity Investment Consulting Partnership’s Trustee guide to accessing Investment Advice is also linked to this principle. One of the key areas of focus in this principle is around setting and publishing your investment policy and how this policy should be clear and complete.