Advanced Investment Training Series

Financial sustainability Risk Investment

Tuesday 26 January 2021

Join us for our bitesize series of online investment events this January, helping you to grow your understanding and what investment options could work for your charity. CFG members can book the whole series for only £75, and non-members can book for £95.

If you've missed one of the earlier sessions, don't worry the series is still open for bookings, and the sessions you have missed will be sent to you as a recording.

Aims of the course

  • To build on your knowledge of the assets classes covered in the Foundation course, turning theory into practice and ensure you develop the right investment policy for your organization
  • To understand what we mean by Environmental Social and Governance (ESG), the different approaches, how it might apply to and impact your portfolio
  • To consider how to monitor your investment manager, understand different performance tools, styles of management, timing of investment and various means of implementing your policy


Sessions  1 and 2 - Tuesday 12 and Thursday 14 January


  • Long-Term Multi Asset Investing In Practice
    • Past and future investment returns: planning for a low growth future
    • Income, sustainable withdrawals and total return investing: how to develop the right policy for your organisation

Sessions 3 and 4 - Tuesday 19 and Thursday 21 January


  • Portfolio measurement
  • How to choose and monitor your investment manager
  • Understand performance: consider the different performance tools, benchmarking, style factors that influence performance and the importance of timing of investment.

Sessions 5 and 6 - Tuesday 26 and Thursday 28 January 


  • Stewardship and ESG
  • What do we mean by Environmental Social and Governance (ESG) and how to incorporate it into your portfolio
  • Does ESG impact on performance and what are the differences between ESG approaches?


Please note any payments for events bookings are required to be made online

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development (CPD). Contact your association for further information, or email

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.


Melanie Roberts, Partner, Sarasin & Partners

Prior to joining Sarasin & Partners in 2011, Melanie spent 16 years at Newton Investment Management as a fund manager of charity, private client and pension fund portfolios.  She qualified with a degree in Modern Languages from Durham University and is an Associate of the Chartered Institute for Securities and Investment.  Melanie is primarily responsible for the management of charity and pension fund portfolios and is the current Editor of the House Report.

Thomas Lindsey, Associate Partner, Sarasin & Partners

Prior to joining Sarasin & Partners in 2017, Thomas worked for Standard Life Investments managing multi-asset and absolute return portfolios for corporate pension schemes and institutions. He graduated from the University of East Anglia in 2011 with a degree in English Literature & Philosophy. Thomas is a CFA Charterholder®, a holder of the Investment Management Certificate (IMC), the CISI Capital Markets Program and is a member of the Chartered Financial Analyst Society of the UK. Thomas is also a trustee of the Jeevika Trust, an Indian poverty relief charity seeking to implement smart technologies to address rural food scarcity & mitigate the impact of climate change.

Ruadhri Duncan, Partner, Sarasin & Partners

Ruadhri has over 20 years in the fund management industry where he has operated as  both a fund manager and a charity trustee. After leaving the Army he started work with Leopold Joseph and Sons where he completed his fund management exams. In 1999 he moved to Newton Investment Management, where he worked within the charities department for over 12 years, managing charitable funds. Ruadhri is an associate of the Chartered Institute for Securities and Investment and holds a number of charity trusteeships.

Richard Maitland, Partner, Head of Charities, Sarasin & Partners

Richard joined Sarasin & Partners in 1992, was appointed Head of Charities following the merger between Chiswell Associates and Sarasin in 2003 and is a member of the Executive Committee. He specialises in strategy and the management of diversified, multi-asset portfolios. He is author of the Sarasin & Partners Compendium of Investment, which has now been published for 20 years and is Director of the £2bn Sarasin Charity Authorised Investment Funds. Richard has lectured at The Judge (Cambridge), University of Vienna and University of Stellenbosch business schools and runs the Trustee Training Programme for the CFG.  He is Chairman of the Investments Advisory Committee of St Paul’s Cathedral.

Charities - Members£75.00
Charities - Non-members£95.00

This conference is kindly supported by