Charity Trustee Training Webinar: Understanding the Basics of Investment

 
Providing Charity Trustee Training is an important part of the service we aim to provide to all our Charity clients. We recently collaborated with Charity Times to deliver a Webinar, and are delighted to share a recorded version of this training with you.
Mike Marsham, Head of Charities and James Minett, Senior Investment Director help to explain the basics of investment for Charity trustees.
 
 The discussion covers the following topics:
 
·        The reasons why charities invest in financial markets
·        Which asset classes are used and how they have historically performed, as well as their inherent risk characteristics
·        Setting an investment strategy that works for you
·        Insight into what drives investment markets
·        Benchmarking – how and why we benchmark
·        Fees, charges and how to avoid unforeseen costs
·        Clarity around ethical and sustainable investments for charities
 
If you found this webinar informative and interesting and would like to opt in to hear about future Investec activity and events, please select your marketing preferences here.


 
Providing Charity Trustee Training is an important part of the service we aim to provide to all our Charity clients. We recently collaborated with Charity Times to deliver a Webinar, and are delighted to share a recorded version of this training with you.
Mike Marsham, Head of Charities and James Minett, Senior Investment Director help to explain the basics of investment for Charity trustees.
 
 The discussion covers the following topics:
 
·        The reasons why charities invest in financial markets
·        Which asset classes are used and how they have historically performed, as well as their inherent risk characteristics
·        Setting an investment strategy that works for you
·        Insight into what drives investment markets
·        Benchmarking – how and why we benchmark
·        Fees, charges and how to avoid unforeseen costs
·        Clarity around ethical and sustainable investments for charities
 
If you found this webinar informative and interesting and would like to opt in to hear about future Investec activity and events, please select your marketing preferences here.


If you have any further questions or would like to get in touch, please feel free contact me directly.

Nicola Toyer

Head of Charities

To speak to a specialist about how we can build and manage your charity’s investments, please call us or complete our contact form.