Sarasin & Parner's next Trustee Training Foundation course has been arranged for Wednesday, 21 September 2016..

The course will be held here at the Sarasin offices at 120 St Stephen's Green, Dublin 2 and will run for 2.5 hours approx. from 9.30am to 12.00noon. There will be a break and light refreshments will be available beforehand.

All course materials will be provided to you on arrival and an application CPD hours will be made. There is no charge for this course.

The course will seek to cover the following areas:

  • Why own investments?
  • Investment Powers of Charities
  • The Investment Universe – key elements of different asset classes (i.e. bonds, equities, property etc)
  • Has owning investments worked?
  • Creating and implementing a strategic investment policy
  • Selecting and monitoring an investment manager.

Please visit the Sarasin website for further information (expected to be confirmed shortly) & contact details:

About Sarasin & Parners

Sarasin & Partners offer Foundation and Advanced level investment training for our charity clients and trustees. These training sessions run throughout the year and have in the past been run in conjunction with The Wheel.


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