Foundation Investment Training

Tuesday 27 September 2022

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

Aims of the course

• 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

• Enable you to help design and enhance your charity’s Investment Policy Statement

"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 and provides a really good overview of the investment issues to be considered by trustees who may have new responsibilities in this area. There is also something there for more experienced individuals." 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 - What can charities invest in?

• Investment powers
• The Investment Universe
• Bonds
• Equities
• Property
• Alternatives

Session Two - How do you construct an
investment portfolio?

• Charity investment in
• Investment risks & returns
• Multi-asset investing –
past & future

Session Three - Building an Investment Policy

• Understanding your charity’s needs and objectives
• Implementing your investment strategy
• Measuring performance - benchmarking


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