Foundations are increasingly investing in the stock exchanges and financial markets to generate returns to support their charitable activities. The course covers the principles of foundation investing, including portfolio construction, risk management, and due diligence. It also covers the
different types of investment products, including stocks, bonds, and derivatives. The course will also provide an overview of the regulatory
framework for foundation investing and the role of foundation investing in the financial industry.

Course Duration

14 Hours – (2 Days) 

Course Outline

  • Introduction to foundation investing
  • Portfolio construction
  • Risk management
  • Due diligence
  • Investment products
  • Stocks
  • Bonds
  • Derivatives
  • Regulatory framework for foundation investing
  • Role of foundation investing in the financial industry
  • Case studies and practical applications