Charity investment training webinar series: the fundamentals of investment management

30 Sep 2020 - 15:00 to 8 Dec 2020 - 16:00

Welcome to our 2020 charity investment training webinar series. One of the most important roles as 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.

Please find below information about each of our upcoming webinars. By selecting ‘register for this event’, you will be able to choose which of the webinars you would like to attend.

All webinars below are CPD accredited and attendance can be recorded as 1 hour towards annual CPD requirements. 

Wednesday 30 September 2020
3.00pm-4.00pm
An introduction to asset classes

In the first webinar in the series Julian Rathbone and Adrian Maxwell will provide an introduction to asset classes. 

 

Wednesday 14 October 2020
3.00pm-4.00pm
The basic rules for long-term investors

Alex Dow and Libby Barratt will consider the basic rules for long-term investors. 

 

Wednesday 4 November 2020
3.00pm-4.00pm
The relationship between risk and return 

James Garbutt and Georgina Hand will look at the relationship between risk and return. 

 

Wednesday 19 November 2020
3.00pm-4.00pm
CC14 and how to develop an investment policy

Andrew Pitt and Gareth Pearl will take you through CC14 and how to develop an investment policy. 

 

Wednesday 8 December 2020
3.00pm-4.00pm
Ethical and sustainable investment

Victoria Hoskins and Fiona Gillespie will look at ethical and sustainable investment. 

 

Charity investment training webinar series

Add to Calendar 30/09/2020 15:00 08/12/2020 16:00 Europe/London Charity investment training webinar series: the fundamentals of investment management

Welcome to our 2020 charity investment training webinar series. One of the most important roles as 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.

Please find below information about each of our upcoming webinars. By selecting ‘register for this event’, you will be able to choose which of the webinars you would like to attend.

All webinars below are CPD accredited and attendance can be recorded as 1 hour towards annual CPD requirements. 

Wednesday 30 September 2020
3.00pm-4.00pm
An introduction to asset classes

In the first webinar in the series Julian Rathbone and Adrian Maxwell will provide an introduction to asset classes. 

 

Wednesday 14 October 2020
3.00pm-4.00pm
The basic rules for long-term investors

Alex Dow and Libby Barratt will consider the basic rules for long-term investors. 

 

Wednesday 4 November 2020
3.00pm-4.00pm
The relationship between risk and return 

James Garbutt and Georgina Hand will look at the relationship between risk and return. 

 

Wednesday 19 November 2020
3.00pm-4.00pm
CC14 and how to develop an investment policy

Andrew Pitt and Gareth Pearl will take you through CC14 and how to develop an investment policy. 

 

Wednesday 8 December 2020
3.00pm-4.00pm
Ethical and sustainable investment

Victoria Hoskins and Fiona Gillespie will look at ethical and sustainable investment. 

 

DD/MM/YYYY