Advanced Investment Training


Tuesday 15 June 2021

Join investment specialists Sarasin & Partners for this online bitesize advanced investment training which will help attendees to build expertise in investment, and explore practical investment routes which work for your organisation.

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

"In conjunction with Charity Finance Group, we are sponsoring these online bitesize events to help you grow your investment understanding and what investment options could work for your charity. The course is usually priced at £95 for non CFG members and £75 for CFG members, however this fee will be covered by Sarasin & Partners and we’re delighted to offer free places to delegates on this occasion.” John Handford OBE, Head of Charity Marketing, Sarasin & Partners.

What our attendees say

"The training is excellent, delivered by knowledgeable presenters." Kevin Barnes, Congregational Chief Executive, The Congregation of the Sisters of Nazareth: spring 2021 delegate.

"The content was very instructive and comprehensive. I couldn't manage my investments better myself!" Peter Kelly, The Church in Wales, Trustee: spring 2021 delegate.

When and where



The next Advanced Investment Training will be coming in November 2021 - details coming soon!

How to book

Book below - if you have any issues contact


This training could contribute 2.15 hours to your continuous professional development. Contact your association for further information, or email

About CFG events and membership

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.


Melanie Roberts, Sarasin & Partners

Alexander True, Sarasin & Partners

Tom Lindsey, Sarasin & Partners


Session One - Long-term multi-asset investing in practice 

•  Past and future investment returns: planning for a low growth future
• Income, sustainable withdrawals and total return investing: how to develop the right policy for your organisation


Session Two - Portfolio Measurement

• How to choose and monitor your investment manager
• Understand performance: consider the different performance tools, benchmarking and style factors that influence performance and the importance of timing of investment


Session Three - Stewardship and ESG

• What do we mean by Environmental Social and Governance (ESG) and how to incorporate it into your portfolio
• Does ESG impact on performance and what are the differences between ESG approaches?

Charities - Members£0.00
Charities - Non-members£0.00

This conference is kindly sponsored by