FREE for ACF members, this unique programme empowers trustees and staff to realise the full potential of their foundation’s assets to achieve their charitable and financial objectives.
In collaboration with our Official Partners, Ruffer, Cazenove, Mercer and CCLA, the two-day course covers the role of mission and values, the legal context, deciding what to spend, and the technicalities of investment from risk and return to asset allocation and understanding costs. Suitable for those new to investment and those well-versed in investment who are new to the foundation context.
Following the publication of Investment: The Pillars of Stronger Foundation Practice in 2020 the seminars also provide a basic introduction to implementing the behaviours from the report.
30 November and 1 December
These seminars will be held in-person on 30 November and 1 December in central London. We will be following government Covid-19 guidance and will keep participants up-to-date with any key changes to the programme.
Participants can book to attend one or both days. Priority booking will be given to those who are attending both days. Attendance is free for ACF members.
Price:
FREE for ACF members
Association of Charitable Organisations (ACO) special offer - £80 for one day (either Day One or Day Two) / £150 for both days - contact [email protected] to book
UK Community Foundations (UKCF) special offer - £80 for one day (either Day One or Day Two) / £150 for both days
Non-member foundations - £135 for one day (either Day One or Day Two), £260 for both days
If you would like to discuss access/booking requirements, please contact [email protected].
ACF is very grateful to our Official Partners for hosting the investment seminars and sharing their expertise with our members.
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This event is not open to individuals currently employed in the investment management industry.