Fit for Purpose in the 21st Century : Investment Issues for Charities
Tods Murray’s Charity Law team is delighted to host the third of a series of special lunchtime briefings entitled “Fit for purpose in the 21st Century” aimed specifically at charities.
Marcus Brooks, Investment Director at Cornelian Asset Managers and John Biggar of Tods Murray’s Charity Law team will provide an outline of the investment issues to be considered by charity trustees.
Many charities have surplus funds not needed to fund their immediate charitable activities; often the trustees invest some or all of this surplus in order to generate extra income to fund future activities.
This briefing will explain the powers, duties and level of care required by charity trustees when investing charitable funds. It will consider the approach to investment from setting objectives and identifying suitable candidates to appointing managers, monitoring timeframes, benchmarking against industry standards to ethical considerations.
Other briefings in our charity specific series include Charity Fundraising on 5 June 2008 and Meeting the Charity Test on 18 September 2008. You can book spaces online for these briefings as well.