Investment policy: model and examples

Download our model policy

This policy is designed for academies to adapt to their context.

Academy trusts must have an investment policy in place to manage and track their financial exposure, and ensure value for money, as set out in the Academy Trust Handbook (paragraph 2.25).

Model policy - investment DOC, 174.5 KB Download

Our policy is:

• In line with relevant requirements and good practice
• Approved by Forbes Solicitors

See investment policy examples from MATs

The Tudor Grange Academies Trust has a reserves and investment policy, which can be found under the 'policies finance' section. It outlines the trust's investment strategy, and it also covers definitions and goals for:

• Restricted reserves
• Unrestricted reserves
• Cash flow

In the Community Academies Trust's investment policy, the trust outlines its plans for:

• Investing surplus cash flow 
• Any interest earned 
• Reporting on balances invested
• Managing investment risks