Investment Committee-External Member/ Strategic Adviser

The Chiltern Society has investable funds of approximately £800,000. These are presently managed by an Investment Committee comprising four Trustees (The Chair, Vice Chair, Treasurer and another Trustee).

These funds are all managed by reputable institutions and are invested in a diversified portfolio of equity and cash-based funds all been chosen after due assessment of investment risk, the prospect for income generation and the potential for long-term capital growth

To further calibrate the strategic thinking of the Investment Committee, the committee would now welcome the input of an individual who would be willing to serve as an External Member in an advisory capacity. The role, which would be non-remunerable, is not envisaged to be unduly onerous –but more rather to act as a ‘critical friend’.

We are therefore seeking an individual who is prepared to challenge and test the Committee’s assumptions and to otherwise guide the thinking underlying the Society’s investment strategy. In terms of commitment the Investment Committee typically meets twice a year, with meetings often held via Teams.

We would expect that the External Member to have a demonstrable record of contributing to investment strategies of organisations operating in the not-for-profit or charitable sector.

Should this role be of interest to you, or if you would like to have an informal discussion to discuss any aspects of it further, then please contact the Society’s Treasurer, Grahame Smith  (Treasuer@chilternsociety.org.uk) who will be happy to provide more information or complete the form below.