MFG 2 - Reserve Mgmt & Drafting Investment Policy for NPO
Reserves should be invested. But how should charities navigate the sea of financial products? What are prudent risk management principles to adopt? What are Charity Council guidelines regarding investment of reserves? How should unrestricted funds, restricted funds and endowment funds be treated differently when investments come into play? Is it wise to invest the reserves, or are staggered fixed deposits sufficient?
The second session of the Money for Good Series will delve into the topics of reserve management, investment and risk management. It will cover regulatory guidelines on investment of reserves and how investment policy statements can be drafted to achieve the desired investment objectives and risk tolerance of nonprofit organisations.
Course Objectives
- Understand regulatory guidelines on investment of reserves for nonprofit organisations.
- Examine financial policies and processes for better governance.
- Offer insights into how a charity plans for the investment of reserves and develops an investment policy that is aligned to its investment objectives and risk tolerance.
- Examine the board’s role in reserve management, investment of reserves and risk management.
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CPD Hours : 2
This is a registration event, with priority to board members of small & medium-sized charities, and potential donors.
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