CFG Foundation Investment Training 2024
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
All of our virtual training sessions have now taken place for this year; dates for 2025 will be confirmed soon.
Virtual sessions will be held on Zoom.
IN-PERSON FOUNDATION TRAINING SESSIONS
All of our in-person training sessions have now taken place for this year; dates for 2025 will be confirmed 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