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From cash to investment – overcoming the barriers

What are the barriers to charities adopting an appropriate investment strategy? How can they overcome them?

We commissioned a survey to help charity trustees and finance officers better understand these barriers. The survey identified the steps that charities must take before they reach their optimal strategy. We set out six factors that help explain investment decision making.

Barriers to effective decision making fall into three categories: people; policy & process; and public perception. We provide a toolkit to help charity investors identify their own barriers. This understanding is the first - and most important - step towards investing.

The charity investment 'tipping point'

What are the barriers to charities adopting an appropriate investment strategy? How can they overcome them? We commissioned a survey to help charity trustees and finance officers better understand these barriers. The survey identified the steps that charities must take before they reach their optimal strategy. We set out six factors that help explain investment decision making.

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Charity investment journey - from cash to investment

Our interviews revealed four discrete steps that charities go through on their journey from holding cash to investing. These four steps are combined into a decision tree.

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'Tipping Point' Toolkit

Identifying your barriers: a toolkit for charity investors. The toolkit will identify the steps you need to take to continue along the investment journey. We pose eight questions that charities should ask themselves. The answers help identify what is preventing effective decision making. The questions are grouped under three categories: people, policy & process, and public perception.

Download the toolkit