Investment policy: model and examples

Download our model investment policy and adapt it to suit your academy trust. Plus, see examples of policies from other multi-academy trusts (MATs).

Last reviewed on 9 April 2024
School types: AllSchool phases: AllRef: 41582
  1. Download our model policy
  2. See investment policy examples from MATs

Download our model policy

Academy trusts must have an investment policy in place to manage and track their financial exposure, and ensure value for money. This is set out in the Academy Trust Handbook (paragraph 2.22).

Model policy: investment policy (MATs) DOC, 236.0 KB

Our policy is:

  • Designed for trusts to adapt to their context
  • 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 'policies finance'. It outlines the trust's investment strategy, and also covers definitions and goals for:

  • Restricted reserves
  • Unrestricted reserves
  • Cash flow

The Mast Academy Trust's investment policy (under 'finance policies') outlines:

  • Current funds available
  • Banking arrangements
  • Future invest policy

The Key has taken great care in publishing this article. However, some of the article's content and information may come from or link to third party sources whose quality, relevance, accuracy, completeness, currency and reliability we do not guarantee. Accordingly, we will not be held liable for any use of or reliance placed on this article's content or the links or downloads it provides. This article may contain information sourced from public sector bodies and licensed under the Open Government Licence v3.0.