Capital at risk
Investing for charities
We have helped charities, foundations and endowments achieve their investment objectives for over 50 years. In fact, our very first such client is still with us. Whatever your organisation’s focus – healthcare, education, faith or the arts – we can support you with suitable investment expertise. Our strategies range from equities to multi-asset and from targeting a growing income to maximising overall returns. We aim to provide you with exceptional service and value for money.
Documents
Browse our library of responsible investment policies and reports.
Our Stewardship Approach
Discover how our teams integrate ESG matters into our investment processes and act as stewards of our clients’ assets.
Stewardship Activities Report
We aim to be thoughtful, active and responsible investors on your behalf. Explore case studies describing some of our recent conversations with portfolio companies.
Climate Report
Climate change and the global response are set to have a huge influence on companies, including their ability to deliver long-term investment returns. Learn how we manage climate-related risks and opportunities.
Positive Change Fund TCFD Climate Report
View PDFSustainable Growth TCFD Climate Report
View PDFMonthly Income TCFD Climate Report
View PDFHow to invest
Please contact our charity specialists who would be delighted to speak to you about how we can help meet your investment requirements.
Philanthropy
Helping charities and community groups is important to us. We are proud to partner with organisations making a difference in many of your communities.