Investment Committee

Investment Committee Overview

Use the tabs on the left to access relevant information.

Current meetings

The next meeting is on 21 March 2024

Find useful links and information below. The newest items will be listed at the top and will be marked with an exclamation mark.

The annual four-part charity webinar series:

Responsible investment – what does it mean for your charity? Monday 25 September, 10am-11am

Investment – what does the future hold for global energy and a successful energy transition? Tuesday 26 September, 10am-11am

Reserves – defining their purpose within an organisation. Wednesday 27 September, 10am-11am

Can charities capitalise on corporates’ need to address the S in ESG? Thursday 28 September, 10am-11am

You can register for one or all four here.

Recordings from Mercer Investments’ about their upcoming webinars that took place on 3 February:

Economic and market outlook 2023 
Will it bend or will it break? Webinar: Watch here

Economic and market outlook 2023 Report (December 2022): Read here

Market update: charting our future course Podcast (February 2023): Listen here

Quilter Cheviot ‘Charity Week’ online learning event – 26-29 September 2022 invite.

https://www.triangletrust.org.uk/wp-content/uploads/QC-Charity-Week-The-Next-Generation-invitation.pdf

Follow the link below for two recent reports that might be of interest in helping to build knowledge and keep a handle on the current investment environment that we find ourselves in.

https://www.mercer.com/what-we-do/wealth-and-investments/not-for-profits.html#reports