Events

Charity trustees are facing one of the toughest challenges in recent years: maintaining real returns in an environment of persistent inflation and economic turbulence. 

Join us for a roundtable where our specialists will share educational insights and key considerations on managing charity assets in the current landscape, with a focus on aligning strategies and objectives. 

During the roundtable, Richard Sneideris and Nicola Toyer will discuss: 

• Investing to achieve CPI + 2, 3 or 4%: What does this target mean in practice, and how can trustees position portfolios to deliver sustainable returns

• Natural income vs total return: What are the trade-offs between income-focused strategies and total return - which is best suited for your charity’s needs?

• Managing risk in an inflationary world

• Future outlook: What economic trends and investment opportunities lie ahead in the next five years. 

Secure your please here. 

Who should attend?

This event is designed exclusively for charities, and is suitable for trustees, finance directors and senior management. 

Important information - Investors should remember that the value of investments, and the income from them, can go down as well as up and past performance is no guarantee of future return. You may not recover what you invest.

Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa. 

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