CCLA Investment Management

Day

Wednesday 8 November

Time slot

11:00-12:00

This event took place over 1 year ago

Room

Ochil suite
Wheelchair accessible

Contact

Debbie Kelner
0207489 6028

Topics

Running your organisation Finance

Overall aim

Whatever your existing level of knowledge, after this session you should be confident to review your charity's investment policy, discuss it with colleagues and identify any changes you might want to make.

Description

We will look at some misconceptions that commonly influence charities' investment policies. Are you asking the right questions about sustainability, portfolio structure, financial targets, risk, ethical investment and costs? Or worse still, are you afraid to ask any questions at all? In this session we will demystify the key elements of investment policy and show how you can ensure that your charity's portfolio is managed as effectively as possible to support your work.

Who was the event aimed at?

Trustees

Who spoke at this event?

Heather Lamont, Client Investment Director, CCLA