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Charity Trustee Investment Training: Part Two

We were delighted to host the second part of our Trustee Training program on 21 September.

11/10/2023

This programme is the second part of the annual charity investment trustee training, aimed at trustees who have attended either the previous session* or have past investment experience. The programme’s aim is to give trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives, with this session focusing more on sustainability and whether there are brighter days ahead for investment returns.

*As a reminder, Part 1 of the Programme provided an overview of best practise in charity investment, covering charity law, investment policy and introducing available investment asset classes.

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 meeting with other trustees who may have similar investment experience.

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.

Topics

Charities

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.