CFG Foundation Investment Training 2023
In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you grow your investment understanding and what investment options could work for your 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 and buttons below to register 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.
VIRTUAL FOUNDATION TRAINING SESSIONS
TUESDAY 20 JUNE | 9.30AM-12.30PM | REGISTER HERE
Virtual training sessions will be held on Zoom.
IN-PERSON FOUNDATION TRAINING SESSIONS
TUESDAY 26 SEPTEMBER | 2PM-5PM* | LONDON | REGISTER HERE
*You are welcome to arrive from 1.30pm for teas and coffees, and after the training session, to stay on for networking drinks from 5pm-6pm.
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