Charity Investment Seminar - Investment of Charitable Funds -Your Socially Responsible Investment Policy
March 9, 2010 at 11:00 AM - 12:30 PM
Holiday Inn, Stoke On Trent
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.
Event Owner: Simon Williams (Head of Distribution at Origin Financial Ltd)