Cass CCE launches ‘Charity Investment’ programme for 2017

  • Sponsored by Rathbones and UBS –

To help charities make the best investment decisions and ensure their financial assets are invested to meet the needs of the charity, Cass Business School’s Centre for Charity Effectiveness announces that its popular ‘Charity Investment – Theory and Practice,’ course is back, with six new dates running from 26th April until 22nd June 2017.

Sponsored by Rathbones and UBS, the course will provide practical and comprehensive guidance for anyone entrusted with the stewardship of charity investment portfolios, with investible assets of £10m or more.

It’s intended for trustees and finance staff with existing investment knowledge or investment committee experience, and will give them the tools they need to make objective assessments and consider better approaches.

The focus throughout will be on practical implementation of the concepts discussed, with case studies and contributions from other leading charities.

Key topics will include setting investment objectives and establishing a strategy to meet these objectives, the governance structure required to enable tactical decisions, investment risk, how to select the right managers to implement the investment strategy and how to monitor progress and measure success.

The course is led by John Harrison, who has over 30 years’ experience in institutional investment, both as a fund manager and consultant and Paul Palmer, Professor of Voluntary Sector Management at Cass CCE. Course teachers will include both Cass academics and practitioners from investment firms and charities.

Professor Paul Palmer said, “Most UK charities have small investment portfolios and are well served by the various specific pooled fund options available. However, charities with larger portfolios, upwards of £10m can find it difficult to access impartial advice and guidance cost-effectively.

“This course is aimed at charities that don’t have the means to pay for bespoke advice, but want to ensure their investment portfolios are performing the best they can, and that their financial assets are invested to meet the needs of the charity, whether as a reserve to cover potential liabilities or as a source of return generation.”

Andy Pitt, Head of Charities, Rathbones said, “‘Education and social responsibility is embedded in our ethos from our abolitionist beginnings in 1742 to lobbying on modern slavery and climate change today.  Through our thought leadership programme of lectures and investment reports, we help charities understand some of the important issues they need to think about when considering an investment strategy, even before they think about who they might invest with.  Supporting the Cass Charity Investment programme reinforces our mission to give something back to charities through education and training.’

Previous charity course participants have praised the course, commenting, “I learned to understand and appreciate the other side of the investment fence,” and “the course gave me a much stronger perspective and foundation for assessing our asset allocation and fund managers’ performance.”

The course will be held on six days over three months. The dates are 26th and 27th April, 24th and 25th May, and 21st and 22nd June 2017.

The course takes place at Cass Business School’s Executive Education Suite at 200 Aldersgate site, London, EC1A 4HD.

Due to the generous support of the sponsors, eligible organisations (those with investible assets in excess of £10m) qualify for special rates to attend:

  • There will be a £300 per head reduction for charities that send both a Trustee and senior member of staff.
  • The cost for non-eligible organisations is £6,000.

To find out more about the programme and to apply, please visit: www.cass.city.ac.uk/charityinvestmentcourse

Follow @CassCCE on Twitter for the latest news.

Author: Editorial Team

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