Charity Investment Course

17 March 2020

Due to the current situation with COVID-19, and to ensure the safety of staff, students and delegates, teaching at Cass Business School has been suspended for the rest of the academic year.

As a consequence, Cass CCE are postponing all events and professional development programmes, due to take place in April, May or June until the autumn. A decision regarding events scheduled to take place in July will be made as soon as we have more information on how the situation is likely to unfold.

If you have already registered for a programme or event, we will be in touch individually once alternate dates are available. Please be assured that any fees paid will be carried over to the revised dates.

We are grateful for your patience at this difficult time for everyone.

Alex Skailes
Centre for Charity Effectiveness

Key information

Start date
Autumn 2020
4 days across 2 months
£795 until 14th April

Programme dates

In keeping with the focus on practical implementation, we have structured the course to minimise the potential disruption to the participants' busy lives. The course is divided into two sections:

  • Section 1 date: TBC
  • Section 2 date: TBC

Programme fees

The cost for the full programme is £995 per person for staff and trustees of charities and non-profit organisations.

The cost for the full programme for applicants from the commercial sector will be £6,000.

Programme tutors

Professor Paul Palmer

Paul Palmer is Professor of Voluntary Sector Management and Associate Dean for Ethics, Sustainability and Engagement at Cass Business Schooll, City, University of London.

He has extensive knowledge of financial, management and governance issues in the nonprofit sector and was a member of the Charity Commission SORP committee from 2000-2005. He acts as an independent consultant on Charities to UBS Wealth Management, and an independent expert on charity dispute issues for courts and arbitration.

David Rowe

David Rowe has a wealth of knowledge having spent a combined 33 years at Schroder Investment Management and UBS, focusing on particularly the charities market and also philanthropy. Since 2003 he has been a Visiting Lecturer, and now Visiting Fellow, on investment management at the Centre for Charity Effectivess, Cass Business School.

He is the Honorary Treasurer of SSAFA ‘the Armed Forces Charity’ and Chair of both Risk and Finance Committees. He is a trustee of NPT Transatlantic and NPT UK and has been a non-executive director of the Army Sports Control Board since 2003.

Why choose our Charity Investment Course?

One common feature shared by all charities is a desire to make the most of their resources and most charities in the UK with investment portfolios are often well served by the various specific pooled fund options available. However, charities with larger portfolios or specific needs often want, or need, to adopt a more tailored investment approach, and therefore must have a detailed understanding of how to manage their investable assets so that their requirements can be met.

This course has been designed to provide charity trustees and finance staff with the knowledge they need to assess investment strategies and consider what other approaches might be available.

Who should attend?

The course is intended for trustees and finance staff with existing investment knowledge or investment committee experience, and anyone entrusted with the stewardship of charity investment portfolios of any size.

We also want to encourage collaborative relationships between finance staff and trustees wherever possible, so discounts are available for a second member of either the trustee board or senior management team from the same organisation.