"Money must serve and not rule" is how Pope Francis presented the function of money in the Church in his letter "Evangelii gaudium" (No. 58). Church organisations manage different types of investments: shares, bonds, funds, loans. These funds must be invested in such a way that the church can fulfil its tasks in the long term.
First of all, attention must be paid to the three goals of return, liquidity and security of any capital investment. In addition, it is important for church organisations to adhere to the principles of ethical and sustainable investments. The relevant rules for the investment decision and for further management are laid down in an investment guideline.
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Reiner Klinz
Director, Consulting, Öffentlicher Sektor
KPMG AG Wirtschaftsprüfungsgesellschaft
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