New horizons: Investing for charities today and tomorrow

Over the course of the last year, we’ve reached some significant boundary conditions, with high inflation and climate-change concerns at the forefront. These challenges, combined with a cost-of-living crisis, may be affecting your charity and the way you operate.

What has happened this last year? How do we identify risks and opportunities? And what is on the horizon for charities?


At the event, we’ll answer these key questions and discuss how charity investors can seek to exploit the opportunities and manage the risks that such change brings.

This event will be eligible for two hours of continuing professional development (CPD).

14:30Registration and networking
15:10Today’s world for charities
15:30Fusing climate goals with your investment objectives
16:20Tomorrow’s opportunities and risks
16:40Identifying the best industry disrupters
17:00Q&A and closing remarks
17:20Drinks reception
18:30Event close

Session and speakers


Today’s world for charities
How have the changes and challenges over the last year impacted charity portfolios?

Fusing climate goals with your investment objectives
Not all net-zero approaches are created equal, but what are the investment options for climate conscious charities?

Tomorrow’s opportunities and risks
How can macro and micro themes help us to identify opportunities and mitigate risk?

Identifying the best industry disrupters
How far can artificial intelligence go, and how do we choose the companies to invest in?

Important information

This will be an in-person event only.

As we will be unable to provide a full event recording, a selection of written and video material will be shared after the event.

Contact details

Event enquiries


Haberdashers' Hall
18 West Smithfield

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