Charity Investment Course

COVID-19 response

All of our part-time charities master’s degreesprofessional development programmes and events are being 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.

The latest information about City, University of London’s response to the pandemic can be found on the students and visitors page.

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
Spring 2022
Duration
4 days across 3 months
Fees
TBC

Programme dates

The dates for the Spring 2022 series are yet to be confirmed.

Programme cost

The course fees will be announced in Spring/Summer 2021.

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.

This programme is sponsored by:

Rathbones Logo
Charities Property Fund Logo
SEI Logo

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