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We are pleased to invite you to an upcoming trustee training
session focused on
Income vs.Total Return,
on Wednesday 18 February 2026 at 12.00pm.
This session will explore the differences between
income-focused and total-return
investment approaches, how each impacts sustainability of spending, and key
considerations for trustees when aligning investment strategy with
fiduciary responsibilities and beneficiary needs. The discussion will be
practical and accessible, with time for questions.
You will hear from James Pike, our Head of Charities;
fund managers Tom Saville and Oliver Jones-Davies; Jennifer
Fisher, Head of Equities, and William Dinning, Chief Investment
Officer.
We believe this training will provide valuable insight to
support informed decision-making and effective oversight.
Lunch will be served after the presentation.
Schedule:
11:45: Guests arrive
12.00: Presentation
13:00: Lunch
Venue:
W1M
16 Babmaes Street
London
SW1Y 6AH
Please register using the button below and feel free to
forward this to your fellow trustees.
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