Investment

Making decisions about investments can be complex. For many charities, investments are a crucial income stream. Some charities use their investments as a way of achieving their mission directly.

CFG encourages charities to spend time developing their investment strategy, ensuring they are clear about their investment objective and determining the right investment approach for their charity. We also seek to influence the regulatory and policy environment for charity investments. 

In this section you will find details about the latest consultations, policies and research on investment and social investment.

Charity & Investment Professional Matching Initiative

Scheme to match charities with pro bono support and advice from investment professionals

Investment and social investment guidance

Our best practice guide on writing your charity's investment policy and links to Charity Commission guidance

Social investment and the Big Society Bank

Background information on social investment and Big Society Capital

Socially responsible investment

Our best practice guide on socially responsible investment and guidance from Good Money Week.

Charity pooled funds

Our work on a 2009 consultation on charity pooled funds

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