A practical guide to navigating charity investments

Managing a charity’s investments effectively is essential for financial sustainability, however, navigating the complexities of investment strategy, risk, and manager selection can prove to be challenging.

We'll discuss how charities can develop and maintain a strong investment approach that aligns with their mission and objectives, including how to navigate recent uncertainties and what key considerations should be aware of in light of these developments.

• Date: Thursday 8 May 2025
• Time: 11:00 to 12:00
• Format: Webinar

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Is this webinar for me?

If you are a charity trustee, finance professional, or responsible for overseeing investments in the not-for-profit sector, whether your charity is looking to invest or already has existing investments, this webinar is for you.

In this session, you'll gain the knowledge and tools to successfully implement and manage investments for your charity, covering:

• Investment and risk strategy: Understanding risk tolerance, strategic reviews, and aligning investments with your organisation’s needs.
• Investment Policy Statements (IPSs): Ensuring legal compliance and best practice for setting investment objectives and constraints.
• Investment manager selection: How to identify, evaluate, and appoint the right investment managers for your charity.
• Investment monitoring and review: Keeping track of investment performance and ensuring managers are delivering against objectives.
• Cash and treasury advice: Managing liquid assets effectively while mitigating risks and maximising returns.

Agenda

• 11:00 to 11:05 Introduction
• 11:05 to 11:45 Navigating charity investments
• 11:45 to 12:00 Q&A session

Our speakers

This webinar will be presented by Matthew Hodge and Seth Dowley from our Investment Consultancy team