Advanced Investment Training

Tuesday 13 September 2022

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

Aims of the course

  • To build on your knowledge of asset classes covered in the Foundation course, turning theory into practice and ensuring you develop the right investment policy for your organisation
  • To understand what we mean by Environmental, Social and Governance (ESG) factors and how they 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

"In conjunction with Charity Finance Group, we are sponsoring these online bitesize events to help you grow your investment understanding and what investment options could work for your charity. The course is usually priced at £95 for non CFG members and £75 for CFG members, however this fee will be covered by Sarasin & Partners and we’re delighted to offer free places to delegates on this occasion.” John Handford OBE, Head of Charity Marketing, Sarasin & Partners.

What our attendees say

"The training is excellent, delivered by knowledgeable presenters." Kevin Barnes, Congregational Chief Executive, The Congregation of the Sisters of Nazareth: spring 2021 delegate.

"The content was very instructive and comprehensive. I couldn't manage my investments better myself!" Peter Kelly, Trustee: spring 2021 delegate.

When and where

2pm-5pm. *Please arrive at the Sarasin & Partners office at 1.30pm for tea and coffee. Networking drinks will also take place 5pm-6pm, once training has finished.


How to book

Book below - if you have any issues contact

About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with two and a quarter hours of CPD. For more details contact your association or email




Session One - 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

Session Two - Portfolio Measurement

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

Session Three - 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?


Networking and Drinks

Charities - Members£0.00
Charities - Non-members£0.00
Individual - Members£0.00
Individual - Non-members£0.00

This conference is kindly sponsored by