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.
Esmée Fairbairn Foundation
Founded in 1961, Esmée Fairbairn Foundation is one of the UK’s largest independent grant-making organisations, with an endowment of £1.172bn a typical active portfolio of over 900 grants and a £45 million social investment fund. It has three main aims: improve our natural world, secure a fairer future and nurture creative, confident communities. Dame Caroline…
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 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…