Charity Trustee Training

  • Date: 10 Jun 2021
  • Time: 10:00 - 11:00
  • Venue: Webinar, Hosted via Zoom, Join from any location, Use the link below
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The Charity Commission have launched a consultation on their Responsible Investment guidance to charities with the stated aim of exploring how to reduce the barriers that prevent charities from investing responsibly. 

There are arguments that the case law in this area has been superseded by changes in statute law and the Charity Commission has recently given two charities permission to test this in court.

In this one hour trustee training webinar we looked at: 

  • The current requirements faced by trustees with investments and the proposed Charity Commission guidance changes
  • The practical implications of the proposals by looking at Smith & Williamson's (S&W) own approach to Responsible Investment
  • The labelling, 'greenwashing' and reporting issues that face investors

We were delighted to welcome our guest speaker Liz Brownsell who heads up the charity team at Birketts LLP who covered the first part of the programme covering the legal aspects. Inno Van Den Berg then looked at the practical aspects of S&W's approach to Responsible Investment, and Kate Capocci looked at some of the many labelling, greenwashing and reporting issues that face investors. 

Who should attend?

Trustees and senior executives from Charities and Not-for-profits

View the webinar below


11:00 Welcome

Nick Murphy
Head of Charities
Smith & Williamson Investment Management

11:05 Charities and Responsible Investment: an overview of the legal duties of charity trustees Liz Brownsell
Birketts LLP
11:20 A Practical investment guide to interpreting the new Charity Commission guidance

Inno Van Den Berg
Smith & Williamson Investment Management

11:35 Mislabelling and Greenwashing Kate Capocci
Investment Manager
Smith & Williamson Investment Management
11:50 Q&A and close Nick Murphy
Head of Charities
Smith & Williamson Investment Management




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