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.
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Sign up for our live charity investment training webinars 24 February – Income vs. total return
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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 An introduction to asset classes, a guide for charities
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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
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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
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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
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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 |
