In-person event
This free seminar with Sarasin and Partners is designed to help attendees grow their understanding of investments within the charity sector, and help in responsible and sustainable decision making to guide potential returns on investment.
An online version of this course is available here.
Why should I attend?
This is a solid introduction to investment for individuals new to this area or the charity sector. It can also be a good way to update and refresh the knowledge of those who have some experience with investments. Attendees will cover:
- Understanding the fundamental drivers of investment returns
- Assessing the risk and performance characteristics of asset classes
- Understanding the construction of a multi-asset portfolio, finance returns and incomes for charities
- Enabling attendees to design and enhance a charity's investment policy statement
When and where?
- 1.30-2pm: Refreshments
- 2-5pm: Training
- Sarasin & Partners, Juxon House, 100 St. Paul's Churchyard, London, EC4M 8BU
Who should attend?
Free and available to CFG members and non-Members. The course is suitable for anyone in the finance function responsible for investments, as well as charity trustees and CEOs.
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.