The fundamentals of investment management webinar series

Rathbones, one of the leading investment managers for charities and not-for-profit organisations in the UK, is running a series of webinars between 30 September and 8 December.

This series is designed to provide trustees and senior finance staff with an understanding of the fundamentals of charity investment as well as highlighting their responsibilities. The individual webinars are:

  • An introduction to asset classes – 30 September, 15:00 – 16:00
  • The basic rules for long-term investors – 14 October, 15:00 – 16:00
  • The relationship between risk and return – 4 November, 15:00 – 16:00
  • CC14 and how to develop an investment policy – 19 November, 15:00 – 16:00
  • Ethical and sustainable investment – 8 December, 15:00 – 16:00

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 1 hour towards annual CPD requirements.

Find out more and register for the webinars you would like to attend here.

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