Tool 03 - Investment Policy
An investment policy is both a written document and the output of a process. For a community creating democratic money, it captures the conversations, codifies the meaning, sets out the objectives and boundaries of investment, in terms of impact and finances, thinks about risk, and describes how performance will be measured and who is going to do what. In short, it is a community’s record of the journey and the intended destination of democratic money.
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The story of democratic money in Barking and Dagenham is told in BD Giving’s investment policy here. We have also borrowed (with thanks) the cover image to illustrate this part of the toolbox.
You can take a look at the whole investment policy here.