Sharing our investment journey in Charity Finance’s Responsible Investment supplement

We are featured in Charity Finance magazine’s Responsible Investment supplement this month, sharing how we are using our £180m endowment to do more in support of our mission.

Like many trusts and foundations, for a long time our focus was solely on how our grant funds were being distributed (approximately £5m annually), and not on how those funds were being generated.

A key aim in our Strategic Framework 2025–30 is to ensure that, over time, all of our endowment is used in pursuit of our mission, rather than simply to sustain our grant-making. We have made a start with a revised Investment Policy and a values-aligned investment framework, which you can read about here.

Download the supplement to read more about our approach.

________

Read our five tips for developing a values-based framework for investment

Share: