CIGP Survey Explainer

Glossary

The following is a list of terms used in the Principles. Whilst some definitions are to aid readers without prior investment knowledge, other terms (for example ‘trustees, staff and committee members’) are defined in reference to their use within the Principles.

• Glossary based on theme
• Glossary based on alphabetical order

Principles document

The following provides the principles, definitions and rationales as seen on the survey in a word document format.

• Principles, definitions and rationale

Principle explainers and examples

The following documents provide more details and examples on the specific principles.

• Principle 1 - Purpose of investments
• Principle 2 - Leadership
• Principle 3 - Integrity
• Principle 4 - Decision-making, risk and control
• Principle 5 - Effectiveness
• Principle 6 - Equity, diversity and inclusion
• Principle 7 - Openness and accountability

Additional supporting documents

The following documents help explore some of the principles.

• Information for charities investing cash
• Investment policy example
• Investment policy for charities that mainly invest cash
• Information on responsible, impact and social investment