XPS Live | Key insights to optimise your charity’s investment portfolio for 2025 and beyond
XPS Live | Key insights to optimise your charity’s investment portfolio for 2025 and beyond
5 December | Thursday | 3pm - 4pm
Introducing our first in a series of 60-minute complimentary charity-focused webinars specifically for managers/trustees of charities with finance and investment responsibilities.
The investment landscape for charities has been helpfully broadened by the impact of the Butler-Sloss court ruling and the subsequent updated Charity Commission guidance. In this webinar, our XPS charity investment specialists and guest speakers will explain what these changes mean and provide practical tips on what action your charity or endowment can take to benefit from the new guidance.
We will also cover:
- How to improve your investment outcomes and returns from your investment portfolio in 2025.
- Effective ways to monitor the efficacy of your investment strategy.
- Best practice in aligning your investment portfolio with your charity’s objectives and how social investment could play a part.
- How to assess realistic spending levels that are sustainable for your organisation and how your investments can support this.
- How to take advantage of the growing market for illiquid assets and generate optimum value for your organisation.