Charity investment training hub

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

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

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

Here we discuss the relative merits of investing in different regions around the world.

Training resources

Emerging versus developed markets: A guide for charity trustees

UK versus overseas equities: A guide for charity trustees

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

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.

Training resources

View on-demand webinar - Demystifying responsible investment