Charity investment training webinar series

1 Oct 2021 - 15:00 to 16:00

One of the most important roles of a charity trustee is to manage your charity’s resources responsibly. This webinar series is designed to provide trustees and senior finance staff with an understanding of the fundamentals of charity investment as well as highlighting their responsibilities.

Our courses are CPD accredited and attendance can be recorded as one hour towards annual CPD requirements.

Webinar 1: Income vs. total return

View the webinar on demand

Knowing the best available investment options is important for your charity. Andrew Zazzi and Victoria Walker will explore the advantages and disadvantages of an income-only versus total return investment approach and consider the factors that you should take into account when deciding which approach is best for your charity.


Webinar 2: Equities selection – how to identify winners and avoid a permanent loss of capital

View the webinar on demand

A thorough investment process will help you to identify future winners, as Sanjiv Tumkur and Euan MacDonald will explain. Avoiding a permanent loss of capital can never be guaranteed but a robust analysis of fundamentals will certainly stand you in good stead. Environmental, social and governance (ESG) factors should also be taken into account, as should any economic trends which may ultimately change the corporate landscape. As a fundamental variable in every investment decision, the triangle of risk will also be discussed.


Webinar 3: Equities – which markets?

View the webinar on demand

The events of the past year have changed the course of markets and some areas have been worse affected than others. James Codrington and James Pettit will discuss the relative merits of investing in different regions around the world. If you are trying to choose between investing in developed vs. emerging markets, or UK vs. overseas, your decision will be greatly informed by this webinar.


Webinar 4: Considerations when selecting an investment manager

On-demand webinar coming soon

In this session Elliot Bancroft and Olivia Merrick will distil the main points you’ll need to consider when selecting the right investment manager for your charity. There are a lot of decisions to make before you start your search. Active or passive? Pooled or segregated? Income or total return?

It’s a long process for a charity to change investment manager so it’s important you appoint one you can see yourself working with for the long term. You’ll leave this session better equipped to make this important decision.

This is where you will find us