Charity Investment Course

Covid-19 response

All of our professional development programmes and events from September 2020 will be delivered online during the ongoing COVID-19 pandemic. We will be using different platforms and programme formats in order to ensure that all our programmes offer a high-quality, varied and engaging learning experience.

CCE remains fully committed to delivering our 2020-21 professional development programmes and other events, in spite of restrictions on face-to-face activities resulting from the COVID-19 pandemic.

Rescheduled spring 2020 CCE programmes:

Anyone who had signed up for or started a CCE programme which was postponed in spring 2020, will be contacted individually with new dates and programme details.

Programme delivery developments during 2020-21:

Where appropriate we will offer our programmes online for the whole of 2020-21, so that anyone who wishes to may continue to learn online throughout their chosen programme, without the need to travel or attend sessions in person.

During the coming months, City, University of London, including CCE, will continue to closely monitor developments in the response to the COVID-19 pandemic. The latest information about City, University of London’s response to the pandemic can be found on the students and visitors page.

At such time as face-to-face meetings may become possible again, and depending on the logistics and spaces required to enable full compliance with any social distancing measures, we will aim to provide learning in face-to-face formats once again for those who wish to take up that option. Face-to-face learning would be offered in parallel with our core online offering. We will publish more details of any such developments in due course.

Our staff, consultants and faculty remain dedicated to supporting our clients during this challenging time; please feel free to reach out with any questions or requests to CCE@city.ac.uk

Key information

Start date
15th March 2021
Duration
5 half-days across 3 months
Fees
£595

Programme dates

The programme will consist of four half day online workshops on the following dates:

Monday 15th March 2021

Monday 29th March 2021

Monday 12th April 2021

Monday 26th April 2021

Monday 10th May 2021

All workshops will begin at 9am and conclude by 1pm.

Programme cost

We are offering the early-bird rate of £595 per person for staff and trustees of registered charities booking before Monday 1st February 2021. After the 1st February, the full fee for this programme for staff and trustees of registered charities will be £750 per person.

We also offer a discount for organisations who sign up more than one delegate to join the course.

The early-bird rate for these organisations is £550 per person. After the expiration of the early-bird offer on the 1st February this rate will increase to £695 per person.

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.

What the course will cover

The programme consists of a series of fortnightly half-day morning workshops starting on Monday 15th March 2021 and has been completely redesigned for online delivery and to reflect the changes and challenges being faced by those currently in the nonprofit sector.

The programme will cover a range of essential topics including:

  • Investment objectives
  • Sustainable investment
  • Attitude to risk
  • Asset allocation