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 dates and buttons below to register 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.
VIRTUAL FOUNDATION TRAINING SESSIONS
TUESDAY 6 FEBRUARY 2024 | 9.30AM-11.30AM
TUESDAY 18 JUNE 2024 | 9.30AM-11.30AM
Virtual sessions will be held on Zoom.
IN-PERSON FOUNDATION TRAINING SESSIONS
TUESDAY 23 APRIL 2024 | 2-5PM
TUESDAY 1 OCTOBER 2024 | 2-5PM
In person events will be held at Sarasin & Partners, Juxon House, 100 St Paul's Churchyard, London, EC4M 8BU. Refreshments will be served on arrival, and wine and snacks served after the session ends at 5pm.
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