How to set and implement your investment policy - a podcast by CPA Australia

What is an investment policy and how do you form one? In this podcast episode, you’ll hear from Victoria Lindores, Senior Advisor in the Investment Advisory Practice at Pitcher Partners, as she answers these questions and more. Victoria will cover the risk and return balance, what to consider when running an investment advice tender, and what a new director or manager at a not-for-profit should look for in an investment policy. Victoria is in conversation with Jason Bertalli, Director of Franchise and Business Services at BNR Partners.

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