About

With markets continuing to change and artificial intelligence playing an increasing role in investment decisions, charities are facing new questions about how to plan for the future. For CEOs and senior leaders, understanding these developments can help support informed financial decisions and strengthen long-term resilience.

Led by experts from RBC Brewin Dolphin, this webinar will explore the current investment landscape, the economic trends shaping markets, and how AI is beginning to influence the financial sector.

The session will also look at how investment decisions can support your organisation's mission and priorities. Drawing on OSCR guidance and best practice, we'll cover investment policy statements, sustainable drawdown strategies, and how to balance today's funding needs with longer-term financial sustainability.

Delegates will gain:

• A clearer understanding of current market conditions and the economic trends affecting investments
• Insight into how AI is influencing investment management and what this could mean for charities
• Practical ideas for aligning investment decisions with organisational goals and values
• An introduction to investment policy statements and sustainable drawdown planning
• Greater confidence in balancing short-term priorities with long-term financial sustainability

Designed for charity CEOs, senior leaders and trustees, this session offers practical insights and straightforward guidance to help organisations make confident, informed decisions in a changing financial environment.

Who Should Attend?

Particularly relevant for medium and larger charities with investment portfolios, endowments or significant reserves, or responsibility for long-term financial planning.

Date

Location

Online event access details will be provided by the event organiser

Contact Event Organiser