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

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    Charity Law Update

    Venue: Farrer & Co, London

    Date:  

    21 Feb 2019, 13:30 PM  
    -   21 Feb 2019, 17:00 PM


    Join hosts from Farrer & Co to discover the latest developments in charity law, including a potential new charity law, fundraising and Charity Commission cases and guidance. Please note: this event has a cost of £30 to attend.
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    Trustee Training - Bristol

    Venue: VWV, Bristol

    Date:  

    27 Feb 2019, 14:00 PM  
    -   27 Feb 2019, 17:30 PM


    Cazenove Charities has partnered with chartered accountants Bishop Fleming and charity lawyers, VWV to provide an afternoon of training for charity trustees in and around Bristol. This session will provide a legal, financial and investment update and is designed to give trustees an opportunity to compare notes and discuss any concerns.
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    ESG, SRI, Impact, Sustainability and Governance

    Venue: The Waldorf Hilton, London

    Date:  

    12 Mar 2019, 08:55 AM  
    -   12 Feb 2019, 15:45 PM


    The Sustainability Summit offers pension funds, insurance companies, charities and corporates the opportunity to both learn and network alongside their peers at such a key time for the sustainable investment industry.
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    What every trustee should know

    Venue: The Auditorium, London

    Date:  

    12 Mar 2019, 09:30 AM  
    -   12 Mar 2019, 17:30 PM


    What information do you need as a trustee, and what are your legal responsibilities? This session will provide a comprehensive summary of trustees’ duties and responsibilities. Please note: this event has a cost of £50 to attend.
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    Trustee Training - Edinburgh

    Venue: Caledonian Hotel, Edinburgh

    Date:  

    14 Mar 2019, 09:00 AM  
    -   14 Mar 2019, 11:00 AM


    Cazenove Charities has partnered with chartered accountants Scott Moncrieff and charity lawyers, Brodies to provide a morning of training for charity trustees in and around Edinburgh. This session will provide a legal, financial and investment update and is designed to give trustees an opportunity to compare notes and discuss any concerns.
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    Introduction to charity finance and reporting

    Venue: Haysmacintyre, London

    Date:  

    25 Mar 2019, 13:30 PM  
    -   25 Mar 2019, 17:30 PM


    Join Cazenove Charities to examine the roles and responsibilities for finance; what makes charity accounts so different to commercial accounts, managing risk within finance - and more. Please note: there is a cost of £30 to attend this event.
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    The Newton Charity Seminar 2019

    Venue: Haberdashers’ Hall, London

    Date:  

    12 Jun 2019, 09:00 AM  
    -   12 Jun 2019, 17:00 PM


    Join experts in charity investing for Newton's annual seminar. The event will include a look at the future of investing, an update on Newton fund performance and a focus on responsible investing.
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    Charity Trustee Investment Training - Part One

    Venue: The Auditorium, London

    Date:  

    17 Jun 2019, 10:00 AM  
    -   17 Jun 2019, 13:00 PM


    Our annual charity investment trustee training programme will give trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives. The two-part course is designed to provide an overview of best practise in charity investment; covering charity law, investment policy and introducing available investment asset classes.
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    Charity Trustee Investment Training - Part Two

    Venue: The Auditorium, London

    Date:  

    23 Sep 2019, 10:00 AM  
    -   23 Sep 2019, 13:00 PM


    Our annual charity investment trustee training programme will give trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives. The two-part course is designed to provide an overview of best practise in charity investment; covering charity law, investment policy and introducing available investment asset classes.

EXPLORE THE CAF INVESTMENT HUB

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?

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.