HSBC Trustee Training - Low Cost, High Impact: Implementing Passive Portfolios for Charities

Join HSBC Private Bank for an introduction to passive investing for charities. Headlines have been dominated by extraordinary moves in individual stocks, but for diversified multi asset investors it’s more important than ever to focus on the portfolio’s overall mix of risks and return drivers. In the recent environment, performance has been less about finding the next winning stock and more about getting the big portfolio decisions right. This includes how much equity risk you take, how to diversify globally, how you manage interest-rate exposure and how to balance growth assets with defensive positions. Join us to learn more about what is passive investing, why it can be cost-effective and the implications for responsible and sustainable investment, including ethical considerations. This training will also provide a great opportunity to ask any questions to our presenters. We’ll cover the drawbacks of relying on a single ETF and how passive holdings can be integrated into a risk-managed portfolio.