Foundation Charity Investment Training Course

Monday 13 July 2020

This event is fully booked.

Understanding your Investment Responsibilities - Four Session Online Training Course

 This is a foundation training course.

The aims of this course:

  • To understand the fundamental drivers of the return from the main asset classes
  • To look at the risk and performance characteristics of the asset classes
  • Understand how they work in a multi asset portfolio, looking at future returns and income levels to be applied to your own charity’s circumstances
  • To enable you to help design/enhance your charity’s Investment Policy Statement


The four training Sessions take place on the following dates and cover these topics:

Session One - 6 July 2020, 11.00 - 11.40am 

  • Investment Powers
  • Introduction to the Compendium of Investment
  • The Investment Universe - Bonds

Session Two - 13 July 2020, 11.00 - 11.40am

The Investment Universe:

  • Equities
  • Private Equity
  • Property
  • Alternatives

Session Three - 20 July 2020, 11.00 - 11.40am

  • Charity Investment in Practice

Session Four - 27 July 2020, 11.00 - 11.40am

  • Building an Investment Policy Statement


The online meetings will take place on Zoom. We will send out the Zoom link before the start of each session.

Book below to book onto the entire series of meetings.


If you have any questions in the meantime, please contact our events team. You can also keep up to date with what we’re doing to support you at this time with our Coronavirus guidance.

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

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Melanie Roberts, Partner, Charities, Sarasin & Partners LLP

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.

Ruadhri Duncan, Partner, Charities, Sarasin & Partners LLP

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.

Thomas Lindsey, Associate Partners, Sarasin & Partners LLP

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.

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