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.
An introduction to asset classes
Here we provide an overview of the main asset classes that can typically be used in a charity’s investment portfolio.
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The basic rules for long term investors
Here we provide a set of rules for setting objectives, building an investment strategy, investment selection as well as ongoing portfolio management and reporting.
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The relationship between risk and return
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.
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CC14 and how to develop an investment policy
Here we provide an overview of a charity trustee’s investment management duties and how to develop and draft an investment policy statement.
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View on-demand webinar: CC14 and how to develop an investment policy
CC14 and how to develop an investment policy – a short guide for charities
Investment matters: A practical guide to CC14
What to include in an investment policy statement (for charities in England and Wales)
What to include in an investment policy statement (for charities in Scotland)
Ethical and sustainable investment
Here we provide an overview of ethical, sustainable and impact investing and the range of approaches that charities can take.
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Income-only vs. total return investing
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.
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Equities selection
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.
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Equities - which markets?
Here we discuss the relative merits of investing in different regions around the world.
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Considerations when selecting an investment manager
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?
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Demystifying responsible investment
Responsible investment – thinking about ESG issues as an investor and shareholder – is becoming more popular with every passing month, as people wake up to the possibilities it presents to reduce risks and identify opportunities. Through responsible investment, investors can also play their part in making the world a better place. But this is a field rife with confused thinking and jargon. In this module we explain why responsible investment matters, the different types, and how to work out which type might be right for your charity.
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