Reviewing Your Investment Policy with Liz Wild, McInroy & Wood

As either a trustee or senior leader of a grant-making trust, ensuring your endowment serves both financial sustainability and your organisation’s mission is crucial. With evolving market dynamics, increased focus on ethical investing, and regulatory expectations, regularly reviewing your Investment Policy is more critical than ever.

Join our expert-led webinar to explore how you can align your trust’s investments with your strategic goals while maximizing impact and ensuring good governance.

What You’ll Learn:

• The Essentials of Investment Policy Reviews: Key elements and triggers for an update.
• Aligning your investment portfolio with your Investment Policy: ensuring as a trustee you communicate clearly with your Investment Manager to ensure your investment portfolio complies with your investment policy.
• Balancing Mission and Returns: How to integrate Environmental, Social, and Governance (ESG) principles without compromising financial stability.
• Regulatory and Market Insights: Staying informed about current trends affecting endowment investments
• Practical Steps for Trustees: A step-by-step guide to working effectively with investment advisors and internal stakeholders.

Register to attend this event here to explore how you can align your trust’s investments with your strategic goals in 2025.

Booking details 

1. The webinar is free if you or your organisation is a Yorkshire Funders’ member and £15.00 for non-members.
2. For 2025, all bookings must be made via Eventbrite and paid by credit card

With thanks to our corporate sponsors McInroy & Wood and Wrigleys Solicitors LLP