"Trustees have overall
responsibility for the investment of a charity’s funds. This means that
they have a crucial role to play in making strategic decisions about how to
use a charity’s assets to achieve its aims." Charity Commission, CC14
We want to help your board develop the knowledge and
confidence to successfully oversee your charity’s investment assets.
We have been working in partnership with charities for 80 years and
providing in-person trustee training over the past decade – training over
8,000 trustees and executives.
The CV-19 pandemic has encouraged us to think differently
and we have developed a comprehensive online trustee training programme –
this has been an ambitious project and the first of its kind in the charity
world and we are delighted to have contributions from our friends and
partners Mayfair Capital and haysmacintyre.
The complementary course is accessed through an easy to use
learning platform, with modular content designed to be relevant for those
who are new to the charity investment world as well as seasoned trustees.
Most sessions are less than 10 minutes, and you can start and stop as and
when convenient. Once you have completed the course you can obtain a
certificate of completion and CPD by getting in touch with us.
To give you an insight into the topics covered, a summary of
the course content is shown below.
Module 1: Introduction to
investment
Module 2: Core asset classes
Module 3: Key trustee
decisions
Module 4: Portfolio
construction
Module 5: Permanent
endowments
Module 6: Responsible
investment
Module 7: Reviewing your
investment manager
Cazenove Charities - who we
are
Financial reporting: an
overview from haysmacintyre
Please register below to access the course materials and
feel free to circulate to your trustee board. If you have any feedback or
suggestions for future content then please get in touch.
