CFG Advanced Investment Training
TUESDAY 13 SEPTEMBER | 14:00 - 17:00
TUESDAY 13 SEPTEMBER | 14:00 - 17:00
In conjunction with Charity Finance Group, Sarasin & Partners sponsor training events to help you grow your investment understanding and what investment options could work for your charity.
Aims of the course:
- 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.
- Consider how to monitor your investment manager, understand different performance tools, styles of management, timing of investment and various means of implementing your policy.
- Understand Environmental, Social and Governance (ESG) factors and how they might apply to and impact your portfolio.
Please note this event is planned to take place in person. For more details and to book your place, please click the button below.
Register for this eventSession one: Long-term multi-asset investing in practice
- Past and future investment returns: planning for a low growth future.
- Income, sustainable withdrawals and total return investing: how to develop the right policy for your organisation.
Session two: Portfolio measurement
- How to choose and monitor your investment manager.
- Understand performance: consider the different performance tools, benchmarking, style factors that influence performance and the importance of timing of investment.
Session three: Stewardship and ESG
- What do we mean by Environmental Social and Governance (ESG) and how to incorporate it into your portfolio.
- Does ESG impact on performance and what are the differences between ESG approaches?
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