POSTPONED - Foundation Investment Training

Wednesday 15 April 2020

Sarasin & Partners
Juxon House
100 St. Paul's Churchyard
London EC4M 8BU

*This training has now been postponed - we will notify members of the new date soon.

This intensive half day seminar is designed to give participants a thorough understanding of the fundamental principles of charity investment, as well as their responsibilities as finance managers or trustees.

We aim to provide attendees with an outline of charity finance, their obligations with this and how to make responsible decisions regarding charity investments.

Who should come along to this event?

This is a solid introduction to investment for individuals who are new to this area or the charity sector, or those who would like to refresh their knowledge. The course is open to charities only, and suitable for anyone in the finance function responsible for investments, as well as charity trustees and CEOs.

Key topics covered 

Decision making about charity funds
‘Must do’ (legal) and ‘should do’ (best practice)
The Authority of Trustees
The Trustee Act 2000
The General Power of Investment
Why Charities Own Investments
Analysis of Major Asset Categories – What drives returns?
Creation of a Strategic Investment Policy
Enacting an Investment Policy
Monitoring Your Investments

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


This conference is kindly supported by