Advanced Charity Investment Training 2025
In conjunction with Charity Finance Group (CFG), 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:
- To build on your knowledge of asset classes covered in the Foundation course, turning theory into practice and ensuring you develop the right investment policy for your organisation.
- To understand what we mean by Environmental, Social and Governance (ESG) factors and how they might apply to and impact your portfolio
- To consider how to monitor your investment manager, understand different performance tools, styles of management, timing of investment and various means of implementing your policy
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].
VIRTUAL ADVANCED TRAINING SESSIONS
Tuesday 8 April - 9.30am-12pm - Register here
Tuesday 18 November - 9.30am-12pm - registration will open soon.
Virtual sessions will be held on Zoom.
IN-PERSON ADVANCED TRAINING SESSIONS
Thursday 1 May - 1.30pm (registration & refreshments), 2pm-5pm training, 5pm-5.30pm networking - Register here
Tuesday 9 September - 1.30pm (registration & refreshments), 2pm-5pm training, 5pm-5.30pm networking - registration will open soon.
Tuesday 4 November - 1.30pm (registration & refreshments), 2pm-5pm training, 5pm-5.30pm networking - registration will open soon.
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.
LEADERS IN CHARITY INVESTMENT
Over the past 20 years, we have become one of the leading charity investment managers in the UK.
Find out how we can create a bespoke, sustainable investment strategy for your charity's’ unique needs.
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