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Investment training for charity directors & trustees - Foundation

External Event
28 September 2010 - 2:00pm
Address: 
Sarasin & Partners LLP
Juxon House 100 St. Paul's Church Yard
London EC4M 8BU

File 538CFDG Training Course

Although Trustees usually delegate the day-to-day management of their investments, they retain overall responsibility. If you wish to gain a greater understanding of the Trustee’s role and the role of Senior Charity Managers in creating and managing a strategic investment policy for your charity, this course is for you.

Why should I attend?

Although Trustees usually delegate the day-to-day management of their investments, they retain overall responsibility. If you wish to gain a greater understanding of the Trustee’s role and the role of Senior Charity Managers in creating and managing a strategic investment policy for your charity, this course is for you.
 

What will it do for me?

This intensive 2-part half-day seminar is intended to help you build confidence in making strategic decisions on investment and related matters. The aim is to give participants a thorough understanding of the fundamental principles of investment and what your responsibilities are.

 

What subjects will be covered?

  • The Authority of Trustees
  • The Trustee Act 2000
  • The General Power of Investment
  • Why Charities Own Investments
  • An analysis of the major asset categories: what drives Investment Returns?
  • Creating a “Strategic Investment Policy”
  • Enacting an Investment Policy
  • Monitoring Your Investments

 

Who is it for?

  • This Foundation Seminar is designed for Charity Trustees and Senior Charity Managers who want a better understanding as to their overall investment responsibilities.
  • It is aimed at the “lay” trustee who is not a full time investment professional, but needs to understand the characteristics of the various types of investment.


Charity Finance Directors Group (CFDG) also run an Advanced Seminar for those who want to obtain a more detailed understanding of investments. This afternoon seminar concentrates on the reasons for considering property, hedge funds and commodities in more detail, and looks at how these investments can enhance returns and lower risk.

For more information and booking please visit CFDG website