Charity investments – an introduction
Hosted by CCLA
Date: Wednesday 20 February
Time: 11.45am – 12.45pm
Room: Alsh Suite 1
Are you clear about what you want your portfolio to do for your organisation, how it’s set up to achieve that, and how well it’s performing against your objectives? We’ll cover the key elements of an investment policy, good governance, and how to understand whether your investment manager is doing a good job. Whether you’re new to thinking about investments or seeking a back-to-basics refresher, and whatever the size of your organisation, this session will provide a practical overview of how charity portfolios work.