IN FOCUS6-8 min read

Charity Trustee Investment Training: Part One

We were delighted to host the first part of our Trustee Training program on 20 June.


The programme aims to give trustees the confidence to invest their charity’s assets to best support their financial, sustainable and charitable objectives. The two-part course is designed to provide an overview of best practice in charity investment; covering charity law, investment policy, introducing available investment asset classes and focusing on sustainability.

Sessions are open to all trustees and importantly, provide an opportunity to quiz presenters, cross-examine investment specialists and raise any concerns that they may have as a trustee in a supportive environment, while for those attending in person meeting with other trustees who may have similar investment experience.

Part One was open to those with limited investment knowledge and covered:

  • Equities: an introduction
  • Bonds: an introduction
  • Alternatives: an introduction
  • The role of a Charity Trustee
  • Investment policy & current talking points

Part Two of our Trustee Training series was on 21 September, where we focused more on sustainability and discussed whether there are Brighter Days Ahead for investment returns. Watch the recording here.

This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.

All data contained within this document is sourced from Cazenove Capital unless otherwise stated.



The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.