In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring online training events to help you grow your investment understanding and what investment options could work for your charity.
Aims of the course:
- 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.
- Consider how to monitor your investment manager, understand different performance tools, styles of management, timing of investment and various means of implementing your policy.
- Understand Environmental, Social and Governance (ESG) factors and how they might apply to and impact your portfolio.
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