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• Investment Policy Statements (IPS) - Victoria Davie, Associate at Evelyn Partners Investment Management Services Limited will talk about how to go about writing or updating an IPS. What should the statement cover, where can you find a checklist to make sure you’ve covered all the bases?
• Mark Graham, Director at Evelyn Partners Investment Management Services Limited will then talk through a simple way to develop your approach to Responsible or ESG Investing. What questions should trustees be asking themselves and their investment manager?
• Finally, Christine Scott, Head of Charities and Reporting at ICAS will talk about recent amendments to Scottish charity law, changes to the OSCR annual return and give an overview of expected changes to UK financial reporting requirements impacting on charities – these developments are signposted in a revised edition of ICAS’ guidance for members acting for Scottish charities.