Rachel Titchen, Charities and Investment Director, Broadstone
Nathan Buckley, Senior Charities & Investment Analyst, Broadstone
Richard Sagar, Head of Policy, Charity Finance Group
Nick Manduca, Director, Isio
Max Bawden, Senior Investment Consultant, Isio
Mark Irish, Senior Manager, Isio
09:00 – 09:30 Registration
09:35 – 10:20 Session 1A: Advancing Investment Strategies and Policy
This session will look at investment strategies with a forward-looking 12-month financial outlook. It will focus on long-term returns, avoiding short-term investment trends, and adhering to CC14 guidance for trustees. Designed for those managing investments, it enhances strategic decision-making, compliance, and alignment with organizational goals.
09:35 – 10:20 Session 1B: Getting Started with Investments
Designed for beginners, this session provides a roadmap for starting your investment journey. Learn how to prepare and establish an investment policy, choose an investment consultant, and build a portfolio. Explore key considerations such as selecting pooled or discretionary investments, balancing liquidity versus returns, and monitoring performance to guide strategy implementation through investment managers.
10:20 – 10:45 Break and Exhibition
10:45 – 11:30 Session 2: Integrating Sustainable Investment into Your Strategy
In this session, we will explore how charities can adapt their investment strategies to integrate sustainability, while carefully considering costs, governance and returns. Our speakers will examine various approaches to constructing sustainable portfolios and discuss effective methods for implementing and monitoring stewardship and impact.
Nick Manduca, Director, Isio
Max Bawden, Senior Investment Consultant, Isio
Mark Irish, Senior Manager, Isio
11:30 – 11:50 Break and Exhibition
11:50 – 12:35 Session 3: Maximising your Return on Investment
Discover strategies to optimise your charity’s financial impact. This session explores smart investment practices tailored for nonprofit organisations, balancing risk and reward while aligning with your mission. Gain insights into ethical investing, resource allocation, and long-term planning to ensure your funds achieve maximum return for lasting community benefits.
13:45 – 14:30 Session 4: Cash – Are We Holding Too Much?
Trustees, especially for smaller charities, often favour holding cash, yet this can limit financial growth. This session challenges the misconception that investments reduce liquidity and introduces Money Market Funds as a safer, high-yield alternative to bank accounts. Learn how investments can reduce risk, boost returns, and better support charitable goals. Discover practical strategies, build confidence in investments, and explore how reallocating cash can enhance both financial resilience and mission impact. Case study insights will illustrate real-world applications.
14:30 – 14:50 Break and Exhibition
14:50 – 15:35 Session 5: How Diversified is too Diversified? Examining Multi-Asset Funds
Multi-asset funds are a popular choice in the charity sector, often promoted for offering equity-like returns with reduced volatility over a market cycle. However, research reveals these funds may not consistently meet their promises. This session examines whether charities are overly reliant on multi-asset funds, potentially missing growth opportunities in other asset classes. Explore their benefits and limitations, including cases where multi-asset funds are used as a default rather than a tailored strategy. Through client case studies, we’ll illustrate scenarios where equities replaced multi-asset funds, delivering improved outcomes aligned with specific charitable goals and financial needs.
Rachel Titchen, Charities and Investment Director, Broadstone
Nathan Buckley, Senior Charities & Investment Analyst, Broadstone
15:40 – 16:00 Charity Investment Governance Principles Update
Richard Sagar, Head of Policy, Charity Finance Group
16:00 – 17:00 Drinks Reception