Advanced Investment Training - London

Accounting and reporting

Wednesday 27 June 2018

Sarasin & Partners
Juxon House 100 St. Paul's Church Yard

This course aims to provide finance staff with a deeper understanding of fund management and the wider investment classes so they can confidently take responsibility for investments. The course textbook is the Sarasin & Partners Compendium of Investment, which is used as a reference document across the sector.

This course has recently been given official CPD accreditation by the CPD Standards Office. Delegates will be awarded 2.5 points.

Who should attend:

The course is open to charities only, and is suitable for anyone in the finance function responsible for investments, as well as charity trustees and CEOs. This is a good follow on from the Foundation Investment Training course and will allow attendees to further their understanding of investment issues.


A half-day, small group, training course in an informal, interactive environment.


Richard Maitland, Head of Charities, or other members of the Sarasin & Partners Charities Team, who are committed to the charity sector, deliver this training as qualified instructors and investment professionals with at least 5 years' experience.

*Please note - this course is for registered charities only.*

13:45 – 14:00

Arrival and registration

14:00 - 17.30

Course Content

Investment Objectives - defining your investment goals

Considerations to be taken when investing in commercial property, hedge funds, bonds and derivatives for Efficient Portfolio Management (EPM)

Manager risk versus market risk

Active versus passive

Projecting returns and maintaining a portfolio's real value

Investment strategies - real examples

Volatility and income - the 3rd great dilemma

Social impact investment - opportunity or chimaera

Checklist of things to consider before investing charitable funds

(there will be a coffee break during the afternoon)

17:30 - 18.30

Drinks and follow on discussions

Charities - Members£75.00
Charities - Members£95.00