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

2021 programme

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

An introduction to asset classes, a guide for charities 

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

Understanding investing: 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 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 

Should your charity employ an income-only or total return approach? A guide for charities 

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.

View on-demand webinar – Equity selection – how to identify winners and avoid a permanent loss of capital  

Understanding investing: equity selection – a short guide for charities