Cultivating Abundance

Investing Charitable Funds

Tuesday 9th March
11.00am - 12.30pm
Holiday Inn
Stoke on Trent
Junction 15, M6

You'll know that your charity is unique. No other charity will have the same mission, vision or financial aims. So when it comes to choosing the right professionals to assist you with investment and financial matters, it's important to find specialists who understand the complexities of charity legislation and have the expertise to be able to provide the appropriate level of support.

In partnership with Howsons Chartered Accountants and Barings Asset Management, we will be hosting a free seminar that explores some of the areas you should consider when reviewing your charities investment and financial strategy.

The seminar will consist of three presentations that cover the following topics:

  • Reviewing your socially responsible investment policy
  • Discretionary fund management, targeted returns approach
  • Reviewing your reserves policy

If you would like to attend please telephone Sharon Hopkins on 08000 858 858 to reserve your place or click here to book via Linkedin http://events.linkedin.com/Investing-Charitable-Funds/pub/220051

 

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