Foundation Investment Training Series

Tuesday 27 October 2020

Understanding your Investment Responsibilities - Four Session Online Training Course

 This is a foundation training course.

The aims of this course:

  • To understand the fundamental drivers of the return from the main asset classes
  • To look at the risk and performance characteristics of the asset classes
  • Understand how they work in a multi asset portfolio, looking at future returns and income levels to be applied to your own charity’s circumstances
  • To enable you to help design/enhance your charity’s Investment Policy Statement

The four training Sessions take place on the following dates and cover these topics:

Session One - 6 October 2020, 11.00 - 11.45am 

Speakers: Oliver Bates and Rowena White

  • Investment Powers
  • Introduction to the Compendium of Investment
  • The Investment Universe - Bonds

Session Two - 13 October 2020, 11.00 - 11.45am

Speakers: Rowena White and Kamran Miah

The Investment Universe:

  • Equities
  • Private Equity
  • Property
  • Alternatives

Session Three - 20 October 2020, 11.00 - 11.45am

Speakers: Kamran Miah and Tania McLuckie

  • Charity Investment in Practice

Session Four - 27  October 2020, 11.00 - 11.45am

Speakers: Tanie McLuckie and Oliver Bates

  • Building an Investment Policy Statement


How to join:

The online meetings will take place on Zoom. We will send out the Zoom link before the start of each session. Book below to book onto the entire series of meetings. If you have any questions in the meantime, please contact our events team

About CFG events and membership

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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.



Tania McLuckie, Sarasin & Partners

Prior to joining Sarasin & Partners in 2017, Tania spent two years at Conservation Capital working on the investment team, and latterly became COO. Before this Tania spent eight years at Ruffer LLP where she was responsible for managing multi-asset, absolute return portfolios for charities, pensions, trusts and private clients. She has over ten years' investment experience. Tania graduated with an MA (Hons) degree in Classics & Spanish from the University of Edinburgh. She holds the CISI Diploma and the Investment Management Certificate (IMC), and is a member of the UK's Chartered Institute for Securities and Investment.

Oliver Bates, Sarasin & Partners

Oliver joined Sarasin & Partners in September 2008 having previously spent his 20-year fund management career at HSBC (formerly James Capel & Co) where he was Head of Charities. In addition to specialising in the management of charity portfolios, he leads on the subject of Social Impact Investments, and is responsible for the Sarasin Sustainability Report. Oliver chairs the Sarasin Employee Forum, and has been a trustee of I CAN, a specialist speech and language charity for children with communication difficulties, as well as the Prostate Cancer Research Centre. He is an Associate of the Securities Institute, and is on the Board of the Charity Investors’ Group (CIG).

Kamran Miah, Sarasin & Partners

Prior to joining Sarasin & Partners in June 2019, Kamran worked for J.P. Morgan for a number of years. He was first based in Geneva, where he supported the Head of Investments for EMEA, and then moved to J.P. Morgan London, where he covered the ETFs and Mutual Funds platform. He graduated with an Economics degree from the London School of Economics & Political Science.

Rowena White, Sarasin & Partners

Rowena joined Sarasin & Partners in 2008 and has 10 years’ experience of managing charitable portfolios. Prior to Sarasin, Rowena spent 2 years working for Western Heritable Investment. She qualified with an MA (Hons) degree in Modern European Languages from the University of Edinburgh and has since completed the Chartered Institute of Securities and Investment Diploma and the Investment Management Certificate.

Charities - Members£50.00
Charities - Non-members£70.00
HTN - members£70.00

This conference is kindly supported by