Events

Foundation Trustee Training - Virtual

Sarasin & Partners LLP

In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you grow your investment understanding and what investment options could work for your charity.

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

Please see the More Info link to register to join us.

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