**IMPORTANT NOTICE - THIS COURSE IS FOR REGISTERED CHARITIES ONLY**
In association with
Investment Training Foundation
This half day session is hosted by Jupiter Asset Management and Wrigleys Solicitors LLP. It will begin with a review of trustees' responsibilities under the Trustee Act 2000 with respect to the management of their investments. The distinction between Mission related investment and Social investment will be briefly touched on as will investment in subsidiary trading companies. We will then cover the basics of investment management explaining each type of investment - equities, bonds, hedge funds, cash, etc and the benefits and risks associated with them. As part of this we will discuss the recent Charity Commission publication “Charities and Investment Matters: A guide for trustees (CC14).”
Practical guidance will be given in terms of how to create an investment policy. We will then outline how a fund manager constructs a portfolio and the use of benchmarks.
The course will conclude with some useful tips on both selecting and monitoring an investment manager. The course is designed to help trustees and those involved in the financial management of a charity gain a good understanding of investments. There will be plenty of time during the course for questions and practical examples.
Following the course, there will be the opportunity for delegates to discuss individual questions on a one to one basis over drinks and canapés.
Malcolm Lynch - Wrigleys LLP
Melanie Wotherspoon, Oliver Burns and William Day - Jupiter Asset Management
2:00pm -2:15pm Arrival with tea & coffee
2:15pm - 3:30pm Presentation
3:30pm - 3:45pm Tea & coffee break
3:45pm - 5:00pm Presentation
5:00pm - 6:00pm Drinks and canapes
Lowry Hotel, 50 Dearmans Place
Chapel Wharf, MANCHESTER, M3 5LH
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Bookings & Prices
- CFG Member - £50.00;
- CFG Member Colleague - £60.00;
- Non CFG Member - £100.00;
Terms and Conditions: Written notice of cancellations up to 21
days before an event will incur a 25% administration fee. After this date, cancellation
refunds are not possible, however substitutions can be made.
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