In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you grow your investment understanding. This is an opportunity for trustees and those who work with charities to gain further knowledge and insights into investment options that may suit their 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 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. The sessions are not recorded, however the slides will be shared afterwards.
Registrations will be managed by Charity Finance Group (CFG) and you will be required to register via their website. If you are not a member of CFG, please email [email protected].
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