Advanced Investment Training

Tuesday 10 September 2024

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

Why should I attend?

This course aims to provide finance staff with a deeper understanding of fund management and the wider investment classes so they can confidently take responsibility for investments. The course textbook is the Sarasin & Partners Compendium of Investment, which is used as a reference document across the sector. 

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 good follow on from the Foundation Investment Training course and will allow attendees to further their understanding of investment issues

Key topics covered

• Investment Objectives - defining your investment goals

• Considerations to be taken when investing in commercial property, hedge funds, bonds and derivatives for Efficient Portfolio Management (EPM)

• Manager risk versus market risk

• Active versus passive

• Projecting returns and maintaining a portfolio’s real value

• Investment strategies - real examples

• Volatility and income - the 3rd great dilemma

• Social impact investment

• Checklist of things to consider before investing charitable funds

Where and when

In person event held at the offices of Sarasin & Partners 


Free and available to CFG members and Non Members 

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.


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

In partnership with