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Mapping the UK Values-Driven Investment Landscape
Mapping the UK Values-Driven Investment Landscape forms part of a wider effort to understand how the UK trust and foundation sector can be best catalysed to consider the impact of every pound of their assets.
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Capturing the impact opportunity: A practical guide for wealth managers
This guide provides first-of-its-kind insight into the state of the UK’s wealth management impact offering, the challenges to unlocking greater levels of adoption and how leaders in the space have overcome these hurdles to build successful impact propositions.
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Unlocking the potential of community-based finance
This report examines the diverse ecosystem of community-based finance in the UK, mapping the key actors, mechanisms, and success stories that demonstrate its potential.
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The UK impact investing market: Size, scope, and potential
Our second research report estimating the size and the features of the UK impact investing market shows that the market has grown to £76.8 billion.
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Evolving your endowment: Driving change through impact investing
Our guide “Evolving your endowment: Driving change through impact investing” provides practical information and resources for charitable foundations that want to invest the assets within their main endowment to deliver both positive social and environmental impact.
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Family Offices: A roadmap to impact
Our guide “Family Offices: A roadmap to impact” provides practical information and resources for families and their advisors to navigate the world of impact investing.
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Just Transition Criteria – a practical tool for fund managers
The Institute’s Just Transition Criteria are a ‘first of its kind’ practical tool for fund managers who want to invest in a transition to a net zero world that prioritises the needs of the planet and the people living on it.
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Impact investing presentation for charitable foundations
A downloadable presentation to help facilitate conversations about impact investing within charitable foundations. It provides an introduction to impact investing, busts prevalent myths, highlights key arguments in favour of the approach and provides steps on how to get started, all supported by detailed speaker notes.
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Responding to the Pension Dashboards Programme’s call for input on design standards
In July 2022, the Pension Dashboards Programme launched a call for input on the design standards which Qualifying Pensions Dashboard Services must comply with when presenting pensions information to the user.
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Estimating and describing the UK impact investing market
Measuring the growing impact market’s scale potential and who is investing.









