Foundation Investment Training - London

Financial sustainability

Wednesday 11 July 2018

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

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

The delegate will receive a copy of the Sarasin & Partners Compendium of Investment, which is used as a reference document across the sector.

This course is CPD accredited and attendance can be recorded as 2.5 hours towards annual CPD requirements.

Who should attend

The course is open to charities only, and is suitable for anyone in the finance function responsible for investments, as well as charity trustees and CEOs. This is a solid introduction to investment to individuals new to this area or the charity sector. It can also be a good way to update and refresh the knowledge for those who have some experience with investments.


A half-day, small group, training course in an informal, interactive environment.

*Please note - this course is for registered charities only.*


Richard Maitland, Head of Charities, Sarasin & Partners

13:45 – 14:00

Arrival and registration

14:00 - 17.30

Course Content

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

(there will be a coffee break during the afternoon)

17:30 - 18.30

Drinks and follow on discussions

Charities - Members£75.00
Charities - Members£95.00
All Prices Inc. VAT