People around a laptop
Non Profits: Managing investments and reserves
Location: London
Start Date: 03/10/2018
End Date: 03/10/2018
Services: Advisory
Industries: Non Profits
People around a laptop

This is our fifth breakfast briefing in our 2018 series. The briefings will be run by experts from our Non Profit unit and are designed to address the key issues facing those in the sector.

In these uncertain times charities need to consider a number of questions.

  • Are our investments delivering what they should?
  • Is our Investment Policy Statement ‘fit for purpose’?
  • How do we assess and select investment advisors?
  • Would our processes and procedures stand up to independent scrutiny?

We will discuss the steps required to evidence sound governance and how to identify the important issues when sourcing investment solutions and managing risk.

Other topics in our 2018 breakfast series


8:30 am - 10.15 am


The briefings are free of charge but we would like to limit attendee numbers to provide a forum for discussion amongst participants, so please sign up as early as possible to avoid disappointment

Register now


For further information, please contact us.