Addressing The Skills Gap 2

Failure to address an investment skills gap on your charity’s governing board can have lasting impact on your organisation’s governance and financial resilience. This session will provide practical advice on trustees’ investment responsibilities and fiduciary duties and understanding the risks that your charity faces. It will provide a practical guide on establishing and effectively communicating your longer-term financial goals to your advisors, setting appropriate investment objectives and benchmarks for them and how to hold them accountable by asking the right questions.

What we’ll cover:

  • Bridging the investment skills gap - Debbie Hair
  • Understanding risk - Richard Griffith
Debbie.Hair@Evelyn.Com
Partner

Debbie Hair

Investment management

LR Richard Griffith 0054
Partner

Richard Griffith

Investment management

Time & Location

Online
10:00 - 11:00 GMT

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