Investment Training for Trustees - London

This course will give trustees a really sound foundation in managing charity investments. Building on a clear exposition of your role and duties the day will take you through drafting an investment policy, clarifying ethical constraints and investment approaches, reviewing the process of appointing a manager, establishing appropriate reporting and monitoring performance.

Specific areas covered include:

• The role and duties of trustees
• Defining what you want form an investment plan
• Ethical investments - case study exercise
• The main asset classes
• Investment styles and approaches
• Appointing a manager
• Performance measurement and reporting

Venue: Rensburg Shappards, 2 Gresham Street, London, EC2V 7QN

Full details of the programme, cost and a registration form can be found in the attachment below