Charity investment training webinars

Rathbones are holding a webinar series for charity trustees and senior finance staff over the coming year. The sessions aim to give an understanding of the fundamentals of charity investment as well as highlighting responsibilities.

At the end of each session there will be the opportunity to ask questions in a live Q&A. Each webinar is CPD accredited and attendance can be recorded as one hour towards annual CPD requirements

Details of the sessions are:

  • Income only vs. total return on 24 February from 15:00 to 16:00
    The advantages and disadvantages of an income-only versus a total return investment approach and the factors to take into account when deciding which approach is best for your charity.
  • Equities selection on 20 April from 15:00 to 16:00
    How to identify winners and avoid a permanent loss of capital.
  • Equities – which markets? on 30 June from 15:00 to 16:00
    The relative merits of investing in different regions around the world.
  • Selecting an investment manager on 15 September from 15:00 to 16:00
    The main points to consider when selecting the right investment manager for your charity.

Find out more and register here.


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