CFG Advanced Investment Training Series

Advanced Investment Training Series
CFG are holding a bitesize series of online investment events to help you grow your understanding and what investment options could work for your charity.
Melanie Roberts and Tom Lindsey will provide an overview of what long-term multi asset investing looks like in practice. Richard Maitland will review portfolio management and how to choose and monitor your investment manager and Ruadhri Duncan will finish the series by discussing Environmental Social and Governance (ESG) and how to incorporate it into your portfolio.
Register for this eventTuesday 12 and Thursday 14 January
Long-Term Multi Asset Investing In Practice
11:00 - 11:45
Melanie Roberts and Tom Lindsey will cover:
- 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
Tuesday 19 and Thursday 21 January
Portfolio measurement
11:00 - 11:45
Richard Maitland will discuss:
- 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.
Tuesday 26 and Thursday 28 January
Stewardship and ESG
11:00 - 11:45
Ruadhri will cover:
- 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?