Events

Sarasin & Partners, in partnership with Charity Finance Group, are pleased to announce our CPD-accredited Charity Investment Training and Global Economic Update on Thursday 9 October 2025 at The Parkgate Hotel, Cardiff.

Oliver Bates and Alexander True will deliver this training.

Our training is based on the Sarasin Compendium of Investment which is designed to help you plan and implement your investment policy alongside your investment manager. Key topics covered are: 

• Risk and return profiles of all the major asset classes
• The evolution of multi-asset endowment investing
• Formulating a charity’s strategic asset allocation policy
• Assessing how much can be sustainably distributed each year following a total return approach
• Developing a robust ethical policy and avoiding greenwashing
• Understanding fees and costs that can be applicable

If reviewing an investment manager, what to look out for