Understanding your investment responsibilities
6, 13, 20, 27 October | 11:00-11:45
About the training
This is a foundation training course.
The aims of this course:
- To understand the fundamental drivers of the return from the main asset classes
- To look at the risk and performance characteristics of the asset classes
- Understand how they work in a multi asset portfolio, looking at future returns and income levels to be applied to your own charity’s circumstances
- To enable you to help design/enhance your charity’s Investment Policy Statement
Session 1 Speakers: Oliver Bates and Rowena White
- Investment Powers
- Introduction to the Compendium of Investment
- The Investment Universe - Bonds
Session 2 Speakers: Rowena White and Kamran Miah
The Investment Universe:
- Equities
- Private Equity
- Property
- Alternatives
Session 3 Speakers: Kamran Miah and Tania McLuckie
Charity Investment in Practice
Session 4 Speakers: Tanie McLuckie and Oliver Bates
Building an Investment Policy Statement