Understanding investment tools: An introduction to asset classes.
A brief overview of the main asset classes that can typically be used in a charity’s investment portfolio.
Charity investment training webinar series
Article last updated 6 July 2023.
In this webinarJulian Rathbone and Adrian Maxwell provide a brief overview of the main asset classes that can typically be used in a charity’s investment portfolio.
Read our guide to accompany this webinar: An introduction to asset classes – a guide for charities.
Find more about the training series here.
To find out more about Rathbones’ approach to portfolio construction and investing for charities, please contact:
Natalie Yapp
