In this session, we look at the different types and key components of benchmarks.
Sources: The content of this training series 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.
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.
Presented by
Rorie Evans
Head of charity clients
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