Events

Sarasin & Partners invite you to attend their charity investment training in York this June. In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you grow your investment understanding. This is an opportunity for trustees and those who work with charities to gain further knowledge and insights into investment options that may suit their charity.

Aims of the CPD- accredited course:

·         Understand the fundamental drivers of investment returns

·         Assess the risk and performance characteristics of asset classes

·         Understand the construction of a multi-asset portfolio, future returns and income, and how this can be applied to your charity

·         Enable you to help design and enhance your charity’s Investment Policy Statement

The team will also deliver a Global Economic Update and you will have the opportunity to network with other local charities over lunch.