Effective Endowment Management

“A fantastic overview that more than exceeded expectations” ​

One of the major responsibilities of foundation trustees is to manage the assets of their endowment. The way in which this is done has a very significant impact on the resources that are available to support the foundation’s mission. But how can trustees be confident that they are exercising their responsibilities effectively, especially if they do not have investment experience?

This unique seminar series, now completed in its seventh year, will equip trustees to deal confidently with the key issues involved in the governance and management of foundation endowments. Participants report that they can immediately apply the principles from the seminars to their own situation.

It has been designed for trustees who want a better understanding of how to exercise their investment responsibilities, particularly trustees who do not have a financial background. The seminars will also be useful for foundation chief executives and other members of the senior management team.

Programme

The seminar series consists of three one-day sessions, each of which builds on the one preceding it. To view the seminar brochure please click here.

Venue The RSA, The Prince Philip Room, 8 John Adam Street, London WC2N 6EZ 

Time 10am to 4.30pm; Registration and coffee from 9.30am. Light refreshments and lunch will be provided.

17 October 2017: Fundamental issues  

Speakers: James Bevan, Chief Investment Officer, CCLA; Carol Mack, Chief Executive, ACF; Nicola Pollock, Director, John Ellerman Foundation; and Michael Quicke OBE, Chief Executive, CCLA

The seminar series begins by examining the role of trustees in endowment management and some of the fundamental issues for trustee boards to consider. Speakers will explore the context in which you take investment decisions, as well as the impact of the markets.

29 November 2017: Setting investment policy  

Speakers: Dr James Corah, Head of Ethical & Responsible Investment, CCLA; Heather Lamont, Client Investment Director, CCLA; Sara Longmuir, Director of Finance and Investment, Lankelly Chase Foundation; Carol Mack, Chief Executive, ACF; and Mark O’Kelly, Head of Finance & Administration, Barrow Cadbury Trust

The cornerstone for managing an endowment is the foundation’s investment policy. At this seminar expert speakers will talk you through the key elements to consider when putting together an investment policy and how to ensure that your investment objectives support your foundation’s strategic priorities.

05 December 2017: Managing the endowment  

Speakers: Oliver Jones-Davies, Client Investment Director, CCLA; John Kelly, Client Investment Director, CCLA; David Renton, Finance and Development Director, Guy’s and St Thomas’ Charity; and Andrew Stafford, Director, Dulverton Trust

Constructing a portfolio that supports your investment strategy and managing the relationship with your investment manager can sometimes seem intimidating. This seminar will give you the tools to do both.

Fees: All fees include pastries on arrival, light refreshments and lunch. 

  • ACF Member £120 for three seminars, or £55 per seminar
  • ACO member £165 for three seminars or £80 per seminar
  • Non-member £295 for three seminars or £145 per seminar  

To book your place please click here. 

  
NB: Priority will be given to those who are attending all three seminars. For further information or for booking queries, please contact victoria@acf.org.uk  
 

These seminars would not be possible without the generous support of CCLA.  

We support UK foundations and grant-making charities