What’s On

This seminar covers the key strategic issues that foundation trustees need to consider before approaching the investment markets.

Topics covered include:

  • The legal and charitable context – trustees’ legal, fiduciary and moral responsibilities within the law and regulatory guidance
  • Deciding what to spend – developing a framework within which to address this key question for endowed foundations
  • The role of mission, values and reputation in driving investment strategy
  • Getting your governance arrangements right – assessing the strengths and weaknesses of your foundation’s approach
  • Considering the options for buying in or co-opting reliable sources of advice

This seminar equips trustees to put their endowment strategy into practice.

Topics covered include:

  • How financial policy feeds into the objectives of your investment policy
  • The relationship of risk and return in investment strategy, the characteristics of different asset classes and the purpose of diversification
  • The range of investment approaches and styles, and how endowment size and capacity may constrain your choices
  • How to go about choosing managers – the process and the principles – and how mandates are designed
  • The direct and hidden costs of different styles of investment and asset classes
  • How to judge the performance of investment managers
  • What can happen in times of extreme economic and financial stress and how markets can behave

For further information around bookings, please visit our events page.

ACF is very grateful to our Official Partners for hosting these seminars and sharing their expertise with our members.

We support UK foundations and grant-making charities