Further your knowledge on charity investment
This three-part video series has been designed to help, both new and experienced charity trustees, better understand the world of investment.
Session 1
-
The concept and risks of investing
Understand your investment responsibilities as a trustee.
(15 mins) -
Session 2
-
Setting a benchmark
Recognise the different types and key components of benchmarks.
(8 mins) -
Session 3
-
Putting together an investment policy statement
How to establish your investment objectives and policy.
(12 mins) -
Contact us
Keen to speak to Rorie or a member of our specialist charity team?
Continuing professional development (CPD)
The content of this training has been based upon the Charity Commission 14 – Charities and investment matters: a guide for trustees and the CFA Institute: Elements of an Investment Policy Statement for Institutional Investors. If you require evidence of watching this training series, please contact us for your CPD certificate.
Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.