Helping trustees and senior managers to fulfil their obligations and maintain an awareness of best practice is an important part of our service. We will help you to navigate the increasingly complex issues you have to manage today.

Each year, we provide complimentary training designed to help charity trustees feel confident in their role. We also produce white papers to give thought leadership on key investment strategy issues.

We also look forward to meeting you at the various events we host on behalf of the community throughout the year.

Our courses are CPD accredited and attendance can be recorded as one hour towards annual CPD requirements.

One of the most important roles as a charity trustee is to manage your charity’s funds responsibly. On our Charity Investment Training Hub 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.

Investment Insights webinar with Q&A: After a turbulent first half, will markets recover before year end?

11 July 2023 - 12:30 to 13:00
It’s been another turbulent year in the markets so far, and big question marks remain over the outlook for the rest of this year. Join us for our next quarterly Investment Insights webinar to hear our views on some of these key questions still facing investors as we head into the second half of the year. At this online event you will have an opportunity to interact with our co-chief investment officer, Edward Smith, head of equities, Sanjiv Tumkur, and head of client development, Ian Dembinski.
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