NPG - Minutes and Papers of Investment Committee Meetings

This material is held atNational Portrait Gallery Archive

Scope and Content

The Committee is constituted as a sub-committee of the Board of Trustees, to invest and monitor funds of the National Portrait Gallery and the Portrait Fund. The Committee is appointed by the Chairman of the Board of Trustees on behalf of the Board of Trustees.

The main function of the Committee is to monitor the funds invested by the appointed investment consultants and ensure that the funds are invested in compliance with the Investment Strategy.

The specific duties of the Committee are:
-to prepare the Investment Strategy, for approval by the Board of Trustees of the Gallery and Portrait Fund Trustees;
-to appoint investment consultants/fund managers to implement the Investment Strategy;
-to monitor the performance of the investments against the performance criteria laid down in the Investment Strategy;
-to revise these criteria as appropriate, to ensure the Gallery's and Portrait Fund's reserves are being invested in accordance with the Investment Strategy objectives;
-to review the investment advisors' contract and their performance in implementing the Investment Strategy;
-to consider any other matters when requested to do so by the Board and Portrait Fund Trustees;
-to report at least once a year to the Board and Portrait Fund Trustees on the discharge of the above duties.

Meetings are held at least twice a year.

Meetings are attended by a Gallery Trustee, a Portrait Fund Trustee, The Director, Director of Communications and Development, and the Head of Finance and Planning, who is the Committee's secretary.

The series includes, for each meeting, an agenda, minutes, and discussion papers.

Administrative / Biographical History

The Investment Committee was established in Jan 2010.

Access Information

Available to view by appointment in the Heinz Archive and Library Public Study Room, to make an appointment contact Archive Reception . Although records are generally available for public consultation, some information in them, such as personal data or information supplied to the Gallery in confidence, may be restricted.

Other Finding Aids

The complete catalogue for this archive can be searched via the NPG Archive Catalogue .

Conditions Governing Use

Personal photography is permitted for research purposes only. Photocopying is not permitted.

Related Material

The Portrait Fund Committee (NPG65) is responsible for managing the Portrait Fund.