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Investment knowledge centre

EVENTS FOR CHARITY INVESTORS

Deepen your knowledge of investing and meet other like-minded charity professionals at a selection of events for charity investors.

Looking for other charity finance and fundraising events?

Visit our main calendar

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

HELPING CHARITIES TO UNDERSTAND INVESTMENTS

As a charity dedicated to getting the best for other charities, our aim is to help trustees and other charity managers keep up-to-date with the shifting world of charity investments. These events, provided by leading experts, offer insight into best practice for charity investing, and the trends to look out for.

  • Places may be limited and we cannot guarantee you an invitation.
  • We feature the events provided by fund managers who list their charity funds on the CAF Investment Account, other events may also be available.

Please note: The views and opinions expressed at these events are those of the host, and do not necessarily reflect CAF’s views.

UPCOMING CHARITY EVENTS

  • Ruffer

    Investing: back to basics guide for charities - Birmingham

    Venue: Radisson Blu Hotel, Birmingham

    Date:  

    5 Feb 2020, 11:00 AM  
    -   5 Feb 2020, 12:45 PM


    A regional seminar to announce the launch of a new publication - Investing: a back to basics guide for the charity trustee.

    There will be a series of regional seminars to discuss some of the key considerations about investing from a charity's perspective. Cutting through the jargon, going back to basics on the core investment assets, the key components of a 'conventional' investment portfolio, as well as measuring investment performance and ESG considerations.

    Register for your place today.
  • Ruffer

    Investing: back to basics guide for charities - Norwich

    Venue: The Assembly House, Norwich

    Date:  

    20 Feb 2020, 11:00 AM  
    -   20 Feb 2020, 12:45 PM


    A regional seminar to announce the launch of a new publication - Investing: a back to basics guide for the charity trustee.

    There will be a series of regional seminars to discuss some of the key considerations about investing from a charity's perspective. Cutting through the jargon, going back to basics on the core investment assets, the key components of a 'conventional' investment portfolio, as well as measuring investment performance and ESG considerations.

    Register for your place today.
  • Ruffer

    Investing: back to basics guide for charities - London

    Venue: Ruffer LLP, London

    Date:  

    5 Mar 2020, 08:45 AM  
    -   5 Mar 2020, 10:15 AM


    A regional seminar to announce the launch of a new publication - Investing: a back to basics guide for the charity trustee.

    There will be a series of regional seminars to discuss some of the key considerations about investing from a charity's perspective. Cutting through the jargon, going back to basics on the core investment assets, the key components of a 'conventional' investment portfolio, as well as measuring investment performance and ESG considerations.

    Register for your place today.
  • cazenove-150px-logo

    What every trustee should know

    Venue: Cazenove Capital, London

    Date:  

    19 Mar 2020, 09:00 AM  
    -   19 Mar 2020, 17:00 PM


    This full-day course for charity trustees, presented in association with chartered accountants and tax advisers haysmacintyre and law firm Farrer & Co will cover a wide range of investment, legal and accounting topics.

EXPLORE THE CAF INVESTMENT HUB

Why do charities invest?

Why do charities invest?

Making the most of your charity’s funds is one of the biggest responsibilities you face.

Is investing right for your charity?
Couple planning where to go

Plan your charity’s investments

Once you’ve made the decision to invest, how do you research investment options?

Understanding investment choices
Manage your charity

Manage your charity’s investments

How can you make sure that you’re getting the best from your investments?

Reviewing your portfolio

YOU MIGHT ALSO BE INTERESTED IN:

Understanding investing


Whether you’re new to investing or you’ve been investing for years, our resources can help you understand charity investing.

News from fund managers


Opinions and commentary on the market, brought to you by experts in the charity investment market.

News for charities


Our insights for charity trustees, fundraisers and investors can help you make a bigger impact.