Examples of foundations and charities who are aligning their investments with their mission
We work with foundations to encourage them to invest their charitable endowments for positive social and environmental impact alongside a financial return.
-
Bishop Radford Trust & Tribe Impact Capital
Bishop Radford Trust is a charity supporting Christian ministry in the UK and internationally. We spoke to Suzannah O’Brien, Managing Director of the Bishop Radford Trust, and Carli Baldasare, Head of Charities at Tribe, talk about the process for creating an impact portfolio for the Trust.
-
The Robertson Trust & AchieveGood
The Robertson Trust was established in Scotland in 1961 by the Robertson sisters – Elspeth, Agnes and Ethel. We spoke to Jim McCormick, CEO of The Robertson Trust, and Dom Llewellyn, co-founder of their discovery stage advisers AchieveGood in 2022-23, to discuss the Trust’s social impact investing carve-out of up to £20M.
-
The Dunhill Medical Trust
The Dunhill Medical Trust is an independent charitable foundation with assets of over £165mn and a mission to fund academic and clinical research and to support community innovators in improving health in later life. We spoke to Andrew Gnaneswaran, Head of Investment, about joining the Trust in spring 2023 and inheriting a portfolio and an…
-
Cambridge Associates
Cambridge Associates provides investment portfolio management and advisory services to institutional investors, including foundations and endowments. We spoke to Coleman Long, Managing Director, Outsourced Chief Investment Officer and Investment Team Lead at Cambridge Associates, about the firm’s approach to impact investing and its work creating a sustainable investment portfolio for the Esmée Fairbairn Foundation.
-
City Bridge Foundation
City Bridge Foundation is the UK capital’s biggest independent charity funder, providing financial, philanthropic and non-financial support to London’s communities, aiming to tackling inequality. We spoke to Karen Atkinson and Julia Megone about the foundation’s initial steps for adopting an impact-focused investment approach.
-
Esmée Fairbairn Foundation
Esmée Fairbairn Foundation is one of the UK’s largest independent funders. We spoke to Matthew Cox, Investment Director, and Jonny Page, Head of Social and Impact Investing explain how the endowment has incorporated sustainable, social and impact investment – and their working relationship with their advisers, Cambridge Associates.
-
Ceniarth LLC
Ceniarth is a private family office focused on improving livelihoods in marginalised and vulnerable communities globally. Founded in 2013 by Diane Isenberg, Ceniarth manages the assets of the Isenberg Family Charitable Foundation, as well as unrestricted family assets totalling more than $500 million. The firm’s team of twelve is based primarily in London with an…
-
Friends Provident Foundation
Friends Provident Foundation began life as an independent charity endowed by Friends Provident plc in 2004 from unclaimed shares with a mission to support a fair and sustainable economic system that works for all. It has an endowment of £33.5mn. Colin Baines was appointed as the Foundation’s first Investment Engagement Manager in 2016.
-
Guy’s and St Thomas’ Foundation
Based in the heart of London, Guy’s and St Thomas’ Foundation seeks to drive more equitable health, especially in cities, by working with local communities, grassroots organisations, major corporates, government, hospitals, academics and others. Kieron Boyle, chief executive officer and Ethan Hall, chief investment officer talked to us about their ambitions to configure their whole…
-
Treebeard Trust
Treebeard Trust was established by Barnaby Wiener, a fund manager, and his wife Cassandra, a lawyer, in 2011 to formalise their personal charitable giving – with a broad mission to create a fairer society and a healthier planet. It now has an endowment of over £20 million. Barnaby talks about their approach to direct impact…
Supported by:
