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Managing Investments at your School

Join us for this course on financial planning and strategic investment management tailored specifically for international schools. Our program offers invaluable insights into:

Crafting an Effective Investment Policy:

  • Understand the imperative of establishing a robust investment policy and its essential components.


Portfolio Setup and Management:

  • Learn the intricacies of setting up and proficiently managing a portfolio aligned with your institution's goals.


Optimal Oversight with Regular Reviews:

  • Discover the significance of regular reviews conducted by an investment committee and how to structure their agenda for maximum effectiveness.


Navigating Risk and Asset Classes:

  • Gain a foundational understanding of risk and various asset classes, empowering you to make informed investment decisions.


Engaging External Advisors:

  • Explore the merits of engaging external portfolio advisers and managers to enhance investment strategies.


Balancing Short-Term and Long-Term Objectives:

  • Master the art of striking a harmonious balance between short-term needs and long-term investment objectives.


Equip yourself with the knowledge and tools necessary to navigate the complex world of investment management in educational settings. Enroll now to unlock your potential as a savvy steward of institutional resources!

Webinar Content

This course is designed for schools that are considering taking the step of making medium and long term  investments and business managers who have inherited investments and would like a refresher of how to manage  these investments 

Course Facilitator

Mark Temperley

Who should join this course

Business and Finance Managers as well as Board Finance Committee Members

Course Logistics

Course Start: 30 April 2024

Course Meeting: 30 April 2024, Tuesday, 13:00 CET

Course Meeting Duration: 90 minutes

Course Cost: USD 100

This course is an online course, where participants will have access to instructional materials through our learning management system and attend an online zoom meeting for further collaborative and peer to peer learning.

Maximum participants for this online course is 20 only. Register now!

Registration is not complete until payment has been received by Sage Consultancy.

Registration Deadline: 25 April 2024

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