Join our not-for-profit and investment specialists as they explore practical approaches to investment governance, reserve management, and long-term financial sustainability.

The session will cover:

• Why an Investment Policy Statement (IPS) is essential for strong governance and decision-making
• How to manage operational cash from long-term investments while maintaining liquidity
• How well-structured investment portfolios can support your organisation's mission and long-term financial sustainability
• The opportunities and considerations of investing surplus funds beyond cash and term deposits
• How to align investment strategy, risk, and objectives to support your organisation's goals
• Key requirements and compliance considerations for private and public ancillary funds
• Reporting and regulatory obligations for ancillary funds, to support compliance and ongoing philanthropic giving.

Whether your organisation is reviewing its reserve strategy, considering a more sophisticated investment approach, or managing an ancillary fund, this webinar will provide valuable insights to support sound governance and sustainable financial outcomes.