Investing in Your Communities: grantmaking trends and investment excellence
Kate Frykberg, Thinktank Charitable Trust,
In this interactive session, we will explore:
Transparency in practice: what does it mean in practice to be a transparent funder and how does the type and size of your organisation influence what information you make publicly available?
Pragmatic process design: how do we find the sweet spot between making funding processes as easy as possible for our communities while also ensuring a robust approach for selecting the right organisations and understanding their impact?
One size never fits all and this session will use case studies and group work to explore how others are grappling with these issues and what might be most useful for your organisation.
George
Thomson, Russell Investments
Connecting investment governance with investment performance
Placing
grants is your number one focus. But for Trusts with an investment portfolio,
ensuring your investments will continue to generate returns is crucial to
achieving your mission. What should be the role of a Trustee when it comes to
investments?
Investment
governance is not about running an investment portfolio, but about ensuring
that it is run well. Setting clear objectives, articulating investment
beliefs, and holding fund managers to account are all key elements of long
term success.
In this
interactive presentation, we will use the current focus on Environmental,
Social, and Governance (ESG) factors as an example of how well thought out
investment beliefs can be expressed in an investment portfolio, from a
Trustees perspective.
The
session will cover:
Determining your strategic asset allocation
Selecting managers and strategies to achieve your goals
Some of the key questions you should be asking as Trustee
