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.
Sign up for our live charity investment training webinars
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.
Training resources
View on-demand webinar – Understanding investing: introduction to asset classes
Here we provide a set of rules for setting objectives, building an investment strategy, investment selection as well as ongoing portfolio management and reporting.
Training resources
View on-demand webinar – Understanding investing: the basic rules for long-term investors
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.
Training resources
View on-demand webinar – Understanding investing: the relationship between risk and return
Understanding investing: the relationship between risk and return – a short guide for charities
Here we provide an overview of a charity trustee’s investment management duties and how to develop and draft an investment policy statement.
Training resources
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)
Here we provide an overview of ethical, sustainable and impact investing and the range of approaches that charities can take.
Training resources
View on-demand webinar: Understanding investing: ethical and sustainable investment
Understanding investing: ethical and sustainable investment – a short guide for charities
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.
View on-demand webinar – should charities employ an income-only or total return approach?
Income-only or total return investing? Download the whitepaper
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.
Training resources
Understanding investing: equity selection – a short guide for charities
Here we discuss the relative merits of investing in different regions around the world.
Training resources
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?
Training resources
View on-demand webinar – Considerations when selecting an investment manager
How to select an investment manager: A guide for charity trustees
