Advanced Investment Training

Governance, regulation and compliance Investment

Wednesday 20 March 2019

Sarasin & Partners
Juxon House 100 St. Paul's Church Yard

This course aims to provide finance staff with a deeper understanding of fund management and the wider investment classes so they can confidently take responsibility for investments. The course textbook is the Sarasin & Partners Compendium of Investment, which is used as a reference document across the sector.

This course has official CPD accreditation by the CPD Standards Office. Delegates will be awarded 2.5 points.




Main Session

•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


Discussion and drinks

Network with your colleagues in the sector and discuss your learnings from the session.

Charities - Members£75.00
Charities - Non-members£90.00
Community Leisure UK - Members£75.00
Community Leisure UK - Non-members£90.00
All Prices Inc. VAT

This conference is kindly supported by