Events

In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you grow your investment understanding and what investment options could work for your charity.

Aims of the course:

·       To build on your knowledge of asset classes covered in the Foundation course, turning theory into practice and ensuring you develop the right investment policy for your organisation.

·        To understand what we mean by Environmental, Social and Governance (ESG) factors and how they might apply to and impact your portfolio

·        To consider how to monitor your investment manager, understand different performance tools, styles of management, timing of investment and various means of implementing your policy

Please see the dates and buttons below to register to join us either virtually or in-person. Please note that the same content will be covered during each of the training sessions, however, you are welcome to attend more than one.

VIRTUAL ADVANCED TRAINING SESSIONS

TUESDAY 5 MARCH 2024 | 9.30AM-11.30AM

TUESDAY 12 NOVEMBER 2024 | 9.30AM-11.30AM

Virtual sessions will be held on Zoom.

IN-PERSON ADVANCED TRAINING SESSIONS

TUESDAY 21 MAY 2024 | 2PM-5PM

TUESDAY 10 SEPTEMBER 2024 | 2PM-5PM

In person events will be held at Sarasin & Partners, Juxon House, 100 St Paul's Churchyard, London, EC4M 8BU. Refreshments will be served on arrival, and wine and snacks served after the session ends at 5pm.