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
WEDNESDAY 8 FEBRUARY | 9.30AM-12.30PM | REGISTER HERE
TUESDAY 20 JUNE | 9.30AM-12.30PM | REGISTER HERE
Virtual training sessions will be held on Zoom.
IN-PERSON FOUNDATION TRAINING SESSIONS
TUESDAY 25 APRIL | 2PM-5PM* | LONDON | REGISTER HERE
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