Foundation Investment Training and Economic Update
Join investment specialists Sarasin & Partners for the foundation investment training which will help attendees to build expertise in investment, and explore practical investment routes which work for your organisation. During the training, experts will also provide an economic update sharing insights on the current state of the market for charities in the UK.
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, offering free places to delegates.
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." 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
Bowood Hotel, Derry Hill, Calne, Wiltshire, SN11 9PQ
How to book
Book below - if you have any issues contact firstname.lastname@example.org.
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 four hours of CPD. For more details contact your association or email email@example.com.