Investment Committee - member
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Number of new member volunteers
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1
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Timeframe
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5 years minimum
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Commitment
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40 hours per year
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Volunteer role reports to
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Investment Committee chair
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The CFA UK Investment Committee is a standing committee of the CFA UK Board reporting to the Finance Committee and the Board. Our responsibility is to oversee the investment reserves of the Society and make investment decisions relating to its portfolio of funds.
Purpose and Responsibility of the Investment Committee
- The purpose of the Committee is to contribute to the long-term sustainability of CFA UK. The purpose is served by integrating sustainable investment principles to preserve and grow the real capital value of the Society’s investment reserves.
- The Investment Committee is responsible for determining, executing and monitoring investment policy for the investment reserves portfolio.
Responsibilities and activities
- Attend at least three out of four quarterly 1.5-2.0h meetings in a year
- Give approximately an additional 8h per quarter to carry out tasks between committee meetings, either autonomously or within a sub-group:
a. to review portfolio performance, meeting papers;
b. to research and propose fund additions/deletions;
c. to arrange and attend fund manager review and due diligence meetings;
d. to plan, coordinate and undertake strategy/policy reviews.
- Commit for a term of 5 years
- Uphold the values and objectives of the Investment Committee
- Contribute to the work of the committee and to the fulfilment of its responsibilities
- Show courtesy and respect to other members of the Investment Committee
- Act with integrity and declare any personal conflicts of interest.
Who are we looking for?
The Investment Committee would welcome applicants with seasoned wealth management experience. We particularly welcome applications from experienced candidates who are self-employed, taking a career break or are semi-retired.
Technical Skills
Required
- Minimum 10 years of fund investment experience and demonstrated expertise
- Fund portfolio management, manager research, due diligence and/or selection
- Time commitment and capacity to fully contribute to the committee
Desirable
- Tactical asset allocation skills
- Fixed Income duration management skills
- Currency hedging policy and management skills
Soft Skills (with competence, willingness and time to contribute)
- Executive and administrative skills
- Team and thought leadership skills
- Verbal and written communication skills
A CFA charter is preferred; however, CFA UK membership is required. The Investment Committee promotes an inclusive and diverse culture in its membership.
What you will gain:
- Make a difference to the long-term sustainability of CFA UK
- Share portfolio and investment fund expertise with other like-minded professionals
- Gain insight into the inner workings of the Investment Committee, the Finance Committee and the Board of Directors of CFA UK
- Build your profile by being part of the CFA UK volunteer network
- Advance your leadership, communication and team work skills through our volunteer personal development training
- Gain recognition for your contribution in shaping and delivering services to the Society
- Volunteering brings a “shared experience” amongst peers that has long lasting benefits for your career
- Learn more about what to expect from volunteering in our FAQs here.
Compliance notes:
- Group members should seek prior compliance clearance from their employers
- Members will participate in a personal capacity and not as representatives of their employer.