About

Our annual charity investment trustee training programme will give trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives. The two-part course is designed to provide an overview of best practise in charity investment; covering charity law, investment policy and introducing available investment asset classes. Part One is open to those with limited investment knowledge while Part Two is for trustees who have previously attended the previous session or have past investment experience.

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 introductory half day session is designed for those trustees who either have no investment experience or would like to refresh their knowledge. The format is relaxed, the content suited to the audience with plenty of opportunity for questions. The day will start at 10am and lunch will be served and 1pm. 

Agenda

10.00  Start
Legal background - investing your charitable assets
Introduction to equities, bonds and property
Setting your Investment Policy
13.00  Networking lunch

There is no charge for attending.