In conjunction with Charity Finance Group (CFG), Sarasin & Partners are sponsoring training events to help you grow your investment understanding. This is an opportunity for trustees and those who work with charities to gain further knowledge and insights into investment options that may suit their charity.
Aims of the course:
To build on your knowledge of asset classes covered in the Foundation course, turning theory into practice and ensuring you develop the right investment policy for your organisation.
To understand what we mean by Environmental, Social and Governance (ESG) factors and how they might apply to and impact your portfolio
To consider how to monitor your investment manager, understand different performance tools, styles of management, timing of investment and various means of implementing your policy
Please see the dates to join us either virtually or in-person. Please note that the same content will be covered during each of the training sessions, however, you are welcome to attend more than one. The sessions are not recorded, however the slides will be shared afterwards.
Registrations will be managed by Charity Finance Group (CFG) and you will be required to register via their website. If you are not a member of CFG, please email [email protected].
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