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Unchecked Talk
01 Jan 2026

Planning your association’s investment strategy

Topics

Asset management

An introduction to the management of an association’s investment reserves, from setting your investment policy to available asset classes. Being specialists in charity investments, Cazenove highlights the principles of portfolio construction and responsible investment solutions as well as providing an update on the current economic environment and outlook.

The-prudent-management-of-financial-reserves-and-association-income-for-association-longevity is essential.

An introduction to the management of an association’s investment reserves, from setting your investment policy to available asset classes. Being specialists in charity investments, Cazenove highlights the principles of portfolio construction and responsible investment solutions as well as providing an update on the current economic environment and outlook.

This session is suitable for those who wish to understand the basics of investment or refresh their existing knowledge.

  • Setting your association’s investment policy
  • Introduction to the different asset classes
  • Principles of asset allocation
  • Responsible/ ethical investment concerns
  • Market & economic outlook

Ref: ACUK18/TLK-7524

Speaker

Damian Hutt
Damian Hutt

Executive Director, Association of Association Executives

I'm responsible for the strategy and operational management of the Association of Association Executives, with all members of the team reporting to me. With the advice of members, Advisory Panel members, and the team, I decide what new products and services to offer, and how they should be fulfilled. I have over 35 years experience in conferences and events, with 21 specifically supporting associations with their events, publishing, member engagement, and association management. I have headed up the AAE since its beginnings in 2006. I would love to hear about what you feel we ought to be doing to support you as association executives, and how we can improve our current offering. If you have something to contribute, please get in touch with me.

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