As a for-purpose fiduciary you need to ensure that your organisation has the money, talent, experience and resources to fund your organisation’s mission, and you need to do this in an uncertain market environment. It’s a lot to ask.
To help you meet these challenges we are creating this series. The Handbooks will provide a roadmap to help give your investment programme the best chance of achieving your goals.
The Handbooks provide practical worksheets throughout. These worksheets are a useful resource for fiduciaries who are new to their roles, or who simply want to brush up on a few concepts.