Cass CCE launches ‘Charity Investment’ programme 2015

Early Bird Discount up until 13th March

2 March 2015 – Cass Business School’s Centre for Charity Effectiveness has announced new dates for its popular ‘Charity Investment – Theory and Practice,’ course which will run over six days in April, June and July 2015.

Now in its second year, the course provides a practical and comprehensive guide to charity investment for anyone entrusted with the stewardship of charity investment portfolios with investible assets of £10m or more.

The course is ideal for trustees, finance staff and anyone with investment knowledge or investment committee experience.

Participants will learn about setting investment objectives and establishing a strategy to meet these objectives; the governance structure required to enable tactical decisions, investment risk, how to select the right managers to implement the investment strategy and how to monitor progress and measure success.

The course is led by John Harrison who has over 30 years’ experience in institutional investment, both as a fund manager and consultant and Cass CCE’s Professor Paul Palmer.

Lectures and discussions will also be led by a range of guest speakers who specialise in charities, investments and asset management including Lynne Berry OBE, Jeremy Wells from Newton, Kate Rogers from Cazenove Charities and David Rowe from UBS.

Course Director, Professor Paul Palmer said: “The UK charity sector may be diverse in scale, purpose and organisational structure but all organisations share a common desire to make the most of their resources. This includes ensuring that the financial assets are invested to meet the needs of the charity, whether as a reserve to cover potential liabilities or as a source of return generation.”

“Charities with larger portfolios, upwards of £10m, can find it difficult to gain access to impartial advice and guidance cost effectively. This course will plug this gap and give charities essential tools to assess and manage their portfolios more effectively, as well as to consider different approaches to investment.”

Commenting on last year’s course, Richard Antcliffe, Head of Finance, London Anglican said: “The Charity Investment programme was an excellent experience. It was well-organised, with an impressive array of inspiring and thought-provoking speakers of the very highest calibre.”

The course is sponsored by Cazenove Charities, Newton, UBS with additional support from Mercer. The dates are – 14 & 15 April, 2 & 3 June, 7 & 8 July 2015.

The course takes place at Cass Business School’s Centre200 Aldersgate site, London, EC1A 4HD..

Due to the generous support of the sponsors, eligible organisations qualify for special rates to attend:

  • The Early Bird Booking cost for all six days, including breakfasts, lunches and dinners, is £600 (normally £900). This finishes on 13 March 2015.
  • For organisations booking two or more places, there is a £300 reduction per headto £300 per person (or £600 per head after the Early Bird Offer finishes).
  • The cost for non-eligible organisations is £6,000.

To find out more about the programme and to apply, please visit:

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