Foundation Charity Investment Training 2025
In conjunction with Charity Finance Group, 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:
- Understand the fundamental drivers of investment returns
- Assess the risk and performance characteristics of asset classes
- Understand the construction of a multi-asset portfolio, future returns and income, and how this can be applied to your charity
- Enable you to help design and enhance your charity’s Investment Policy Statement
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 FOUNDATION TRAINING SESSIONS
Tuesday 18 February - 9.30am-12pm - Register here
Tuesday 7 October - 9.30am-12pm - Registration will open soon
Virtual sessions will be held on Zoom.
IN-PERSON FOUNDATION TRAINING SESSIONS
Wednesday 26 March -1.30pm (registration & refreshments), 2pm-5pm training, 5pm-5.30pm networking - Register here
Tuesday 17 June - 1.30pm (registration & refreshments), 2pm-5pm training, 5pm-5.30pm networking - Registration will open soon
Tuesday 14 October - 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.
Find out more about our work with charities