Jurisdiction(s):
United Kingdom

Related legal acts

Key definition

Investment definition

What does Investment mean? In practice, investment describes an asset or bundle of rights committed in a host state with the aim of generating a return. In investor-state work, the operative definition is treaty-specific: most bilateral investment treaties (BITs) and the Energy Charter Treaty use broad, asset-based lists covering, where applicable, tangible and intangible property located in the territory, shareholdings and other equity interests, contractual rights (including concessions), intellectual property, and loans or claims to money, subject to stated carve-outs. The ICSID Convention does not define investment; tribunals assess jurisdiction by the treaty text and case law, commonly considering a contribution of resources,...

Charity permanent endowment and total return investment: Charities Act 2022 reforms, adoption, allocation, borrowing, social investment and reporting (England and Wales)

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Practice notes

FORTHCOMING CHANGE:

Royal Assent for the Charities Act 2022 (CA 2022) was granted on 24 February 2022, and, as set out in the Charities Act 2022: implementation plan, its provisions are scheduled to take effect in three defined groups over three phases, namely as follows: on 31 October 2022, on 14 June 2023, and in ‘early 2024’. For an overview of the CA 2022 provisions brought into force so far, see: Charities Act 2022: information about the changes being introduced. The Act gives effect to most of the Recommendations in the Law Commission’s 2017 report, ‘Technical Issues in Charity Law’. For a summary (as at 9 April 2021) of those recommendations that have been accepted by government, see News Analysis: Government response to Law Commission report ‘Technical Issues in Charity Law’. Matters most relevant to this Practice Note concern reforms on permanent endowments, which aim (a) to clarify the meaning of permanent endowment, (b) to tackle difficulties arising from differing legal interpretations of the current definition and (c) to enable charities to make more effective use of their permanent endowment, whilst maintaining suitable safeguards to ensure that any use of permanent endowment remains in the charity’s best interests...

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Web page updated on 21/05/2026

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