In May 2021, our white paper “Scaling up institutional investment for place-based impact” identified a barrier which could prevent institutional investors from adopting a place-based approach: the lack of appropriate financing vehicles through which to invest. Our new report tackles this barrier head on, setting out the key characteristics viable vehicles must possess, a variety of structures they can adopt and a set of case studies which demonstrate these principles in practice.

Our paper, “Investing for impact in the endowment: Why do it and how to get started”, is a practical guide designed to help foundation leaders and the constellation of professionals that surround them to make their first moves into impact investing. With support from the Department of Digital, Culture, Media and Sport and Esmée Fairbairn Foundation, and working in partnership with other key players in the sector, we aim to increase the volume of charitable endowment assets invested for positive social and environmental impact as well as financial return.

Private capital, including pension money, can address place-based inequalities across the UK and secure financial returns at the same time. This module explores how.

Everyone’s first question about impact investment is ‘so what is impact investing?’ This module defines impact investing, tells you how impact investing has developed, how it fits in with the rest of the investment world, what some of the challenges it faces are and what the key terms mean. Start here.

Nest is a defined contribution pension scheme in the UK that manages assets of more than £21.4 billion on behalf of 11.1 million members, who make up a third of the UK workforce. It was set up by the UK government in 2010 to support its programme for auto-enrolment into pensions in the workplace.

Fiduciary duty is not incompatible with impact investment – but, unfortunately, this remains a pervasive misconception. Now, with the publication of the judgement in the case of Butler-Sloss v Charity Commission, a decisive step has been taken towards dispelling this myth for good in the £72bn UK charitable foundation sector. 

We warmly welcome HM Treasury’s launch of the UK Transition Plan Taskforce and look forward to working as part of the Taskforce’s Delivery Group to develop the gold standard for UK companies’ climate transition plans.