T/ZCL 018-2024 Active Group standards

T/ZCL 018-2024 Charitable Organization Investment Management Guide Part 2: Planning and Decision-Making

Publish Date: 2024-04-11 Implement Date: 2024-04-11 For services related to genuine standard inquiry, procurement, translation, and other related services in China, please Contact Us

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Basic Information

Standard Code: T/ZCL 018-2024

Standard Type: Group standards

Standard Status: Active

is_force_gb: no

CCS Name: The relationship between supply and use

ICS Name: Other standards related to the organization and management of companies (enterprises)

Publish Date: 2024-04-11

Implement Date: 2024-04-11

Scope

Scope: This document provides planning and decision-making for investment management of charitable organizations, including internal and external environmental analysis, investment management systems, investment statements, investment portfolios, and investment decision-making processes. This document is applicable to charitable organizations, as well as foundations that have not been identified as charitable organizations, social groups and social service agencies with pre-tax deduction eligibility for public welfare donations, and their investment management planning and decision-making. Main technical content: Foreword 1 Scope 2 Normative reference documents 3 Terms and definitions 4 Planning and decision-making principles 4.1 Compliance 4.2 Professionalism 4.3 Feasibility 5 Internal and external environmental analysis 5.1 Understanding investment requirements 5.2 Understanding their own characteristics 6 Investment management system 6.1 Selecting an investment management model 6.2 Determining the content of the investment management system 6.3 Formulating the investment management system 7 Investment statements 7.1 Main content 7.2 Setting investment objectives 7.3 Establishing a process 8 Investment portfolio 8.1 Classification of major asset categories 8.2 Steps of asset allocation 9 Investment decision-making process 9.1 Steps 9.2 Roles 9.3 Precautions Appendix A (Normative) Legislation, regulations, and policies related to investment by charitable organizations Appendix B (Informative) Model fund asset management system Appendix C (Informative) Classification of major asset categories for investment by charitable organizations Appendix D (Informative) Registration and disclosure of asset management products References B.1 Model fund asset management system C.1 Table of major asset categories for investment by charitable organizations D.1 Table of registration and disclosure of asset