•Investment objectives - Defining your investment goals
•Considerations to be taken when investing in commercial property, hedge funds, bonds and derivatives for Efficient Portfolio Management (EPM)
•Manager risk versus market risk
•Active versus passive
•Projecting returns and maintaining a portfolio’s real value
•Investment strategies - Real-life examples
•Volatility and income - The third great dilemma
•Social impact investment - Opportunity or chimaera?
•Checklist of things to consider before investing charitable funds
Network with your colleagues in the sector and discuss your learnings from the session.