CFG Foundation Investment Training
TUESDAY 27 SEPTEMBER | 14:00 - 17:00

TUESDAY 27 SEPTEMBER | 14:00 - 17:00
In conjunction with Charity Finance Group, Sarasin & Partners sponsor training events to help you grow your investment understanding and what investment options could work for your
charity.
This session is a perfect introduction to investment for charity professionals and budding charity trustees.
We will cover the nuances behind charity investment, what to look out for when deciding what the best investment goals are for you, and how to implement these decisions when constructing a portfolio for your charity.
Please note this event is planned to take place in person. For more details and to book your place, please click the button below.
Book your place nowSession one: What can charities invest in?
- Investment powers
- The Investment Universe
- Bonds
- Equities
- Property
- Alternatives
Session two: How do you construct an investment portfolio?
- Charity investment in practice
- Investment risks & returns
- Multi-asset investing – past & future
Session three: Building an Investment Policy Statement
- Understanding your charity’s needs and objectives
- Implementing your investment strategy
- Measuring performance - benchmarking

TRAINING AND EVENTS FOR CHARITIES
We host training and events for charity trustees and attend a wide range of conferences. You can find specific information about each event here.
Find out more about our events for charities