In-person event
This free, in-person, CPD-accredited event has been designed to help you understand your options and assist in planning and implementing your investment policy alongside your investment manager.
This session also has a catered networking lunch following the training.
Why should I attend?
This session will cover a range of topics to help you understand your options and develop your investment policy:
- Understand the fundamental drivers of investment returns.
- Assess the risk and performance characteristics of asset classes.
- Understand the construction of a multi-asset portfolio, future returns and income and how this can be applied to your charity.
- Assistance with designing and enhancing your charity’s Investment Policy Statement.
- We will finish with a Global Economic Update to help ground the learnings.
When and where?
- 9:30am - 1:00pm: Training
- 1:00pm - 2:15pm: Catered networking lunch
- The Parkgate Hotel, Westgate Street, Cardiff, CF10 1DA
Who should attend?
Free and available to CFG members. This meeting is designed for finance directors and executives, as well as trustees, chairs, CEOs, and CFOs.
This session and the CPD accreditation is organised by CFG partners: Sarasin & Partners.
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 events@cfg.org.uk
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.