Advanced Investment Training - London

Wednesday, 5 Jul 2017, 13:45 - 17:30


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.*

This course is delivered in association with Sarasin & Partners.

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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

Venue Details


Sarasin & Partners, Juxon House, 100 St. Paul's Church Yard, LONDON, EC4M 8BU

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Bookings & Prices


  • CFG Charity Member - £68.00
  • Non CFG Member Charity - £88.00

Sarasin & Partners' clients will be fully subsidised for these courses.  In this instance, please email  to book your place.

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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