Foundation Charity Investment Training Course
Event follow up
the aim 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 one
6 July 2020, 11.00 - 11.40am
- Investment Powers
- Introduction to the Compendium of Investment
- The Investment Universe - Bonds
session two
13 July 2020, 11.00 - 11.40am
The Investment Universe:
- Equities
- Private Equity
- Property
- Alternatives
session three
20 July 2020, 11.00 - 11.40am
- Charity Investment in Practice
session four
27 July 2020, 11.00 - 11.40am
- Building an Investment Policy Statement
Compendium of Investment
Helping trustees to design and refresh appropriate investment strategies is central to our approach and we are recognised for our strong strategic investment skills.
Our Compendium of Investment is designed to help trustees and charity executives plan and implement their investment policy alongside their investment manager.
The Sarasin Compendium of Investment acts as the textbook for our trustee training programmes, and forms the basis of our strategic asset allocation work.
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