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Charities: Managing Investments and Reserves

Location: Webinar
Start Date:

14/06/2022 10:00

End Date:

14/06/2022 11:00

Industries: Social Purpose and Non Profits
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Join Phil Smithyes, Partner and Head of Financial Planning at Crowe, as he takes you through the key steps when determining your charities investment strategy looking at risk vs reward.

What we will cover

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

  • Is our Investment Policy current and ‘fit for purpose’?
  • Are our expectations realistic?
  • How do (did) we select and assess our Investment Manager(s)?
  • Are our investments delivering what they should?


Phil Smithyes, Partner, Financial Planning


    There is no cost to attend this webinar.

    Register now