This virtual training will build on the Endowments 101: How to Get Started training into the nature of an endowment and ways to manage it on an ongoing basis. By the end of this training, you will know

• What asset classes are, and the various types of asset classes a shariah-compliant investor can invest in 

• How to identify your investment universe, source, and select investments for your portfolio 

• How to select investments for your endowment 

• Governance process for your endowment 

• The role of an investment advisor in assisting your organization to navigate this process 

The training will be led by Sameer S. Sarmast, a Regional Manager and Financial Planner, at Saturna Capital.