Investment Essentials for Charities

26 January 2016

Investments can be a major source of funding for charities but can also expose them to risks, which if not properly managed, can damage them and their reputation.

Our Charities Team will be joined by Ruadhri Duncan from Sarasin & Partners for this seminar to answer the following questions:

How do trustees comply with their legal duties when investing?

We will provide an overview of the key duties, responsibilities and liabilities trustees need to be aware of when investing their charities’ resources.

Why do we have investments and what sort of returns should we expect from them?

Sarasin & Partners will outline the thinking involved in putting together an investment policy and then analyse what sort of returns to expect in the future.

Drinks and canapés will be served afterwards.

Date: 26 January 2016
Time: 4:30pm - 6:00pm, followed by drinks & canapés
Venue: G Live, Guildford GU1 2AA