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Supporting Scotland's vibrant voluntary sector

Scottish Council for Voluntary Organisations

The Scottish Council for Voluntary Organisations is the membership organisation for Scotland's charities, voluntary organisations and social enterprises. Charity registered in Scotland SC003558. Registered office Mansfield Traquair Centre, 15 Mansfield Place, Edinburgh EH3 6BB.

An introduction to charity investments

13:00-14:00, 28 September 2022
This event took place 9 days ago
Tracey Bird
0131 474 6168
Governance and leadership Cost of living

Failure to grow your charity’s assets and surplus reserves ahead of inflation, will leave it steadily worse off and less able to deliver on its charitable purpose. While holding some reserves as cash in the bank is usually necessary, cash generally earns a low return and its real value will be depleted by the effects of inflation over time. This is something to consider in the current economic climate.

By investing, a charity’s reserves have much better chance of generating income, growing in line with, or above, inflation, and potentially providing for the charity in a more sustainable manner. Of course, it is important to remember that the value of investments and the income from them may go down as well as up, and a charity may not get back its original investment.

Overall aim

This session, with Rathbones Investment Management, sponsors of the SCVO Trustee Network, will provide an overview of the reasons for investing for charities. Fiona Gillespie, Head of Charities Scotland, will consider the impact of inflation and the main asset classes that can typically be used in an a investment portfolio that offers varying levels of risk and reward.


An investment portfolio should generally be constructed using a diverse mix of assets to meet a charity’s long term objectives and attitude to risk. This session will cover three main topics:

  • Why invest ?
  • An introduction to the characteristics of a variety of asset classes
  • Constructing an appropriate portfolio 
Who was the event aimed at?

This webinar is aimed at trustees, senior staff and those who support charities and will be recorded.

Other Information

We really want to hear your views and so this event will be a Zoom meeting, which allows all participants to see who else is in attendance and lets us interact with everyone in attendance. We will be taking some time at the end of the session to answer your questions and you can either ask them directly on the day or please feel free to submit a question or comment in the online booking form prior to the event. The session will also be recorded and shared on our Youtube Channel after the event.


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