Charity investment training hub
Welcome to the charity investment training hub.
One of the most important roles as a charity trustee is to manage your charity’s funds responsibly. Here you’ll find resources designed to provide you with an understanding of charity investment management as well as highlighting your responsibilities; helping you to feel confident in your role.
24 February – Income vs. total return
20 April – Equities selection
30 June – Equities, which markets?
15 September – Considerations when selecting an investment manager
Here we provide an overview of the main asset classes that can typically be used in a charity’s investment portfolio.
Here we provide a set of rules for setting objectives, building an investment strategy, investment selection as well as ongoing portfolio management and reporting.
Here we provide an overview of the different types of risk associated with investing and how to measure and manage investment risk to help achieve a charity’s financial objectives.
Here we provide an overview of a charity trustee’s investment management duties and how to develop and draft an investment policy statement.
Here we provide an overview of ethical, sustainable and impact investing and the range of approaches that charities can take.
Here we provide an overview of the advantages and disadvantages of the income-only and total return investment approaches, and what needs to be considered when deciding which approach is best for a charity.
Here we provide an overview of how we analyse and select potential equity investments for our charity clients and strive to avoid the permanent loss of capital.
Here we discuss the relative merits of investing in different regions around the world.
Here we 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?