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I was recently invited to be part of a roundtable discussion organised by Charity Finance magazine and hosted by Newton Investment Management to discuss Newton’s 2018 Charity Investment Survey. Charity Finance published a subsequent article, summarising the discussion between myself, Jeremy Wells and Rob Stewart (Newton), Toby Belsom (ShareAction), Andy Nolan (University of Nottingham) and […]
At the start of this year, I shared more on the performance of our endowment as at December 2017. I’m not quite sure how it’s happened, but we already find ourselves in October and after a very busy summer, I have been reflecting on the performance of our portfolio over the last nine months or […]
Readers will recall that we invest our endowment using a “total impact approach” – this means using our endowment to achieve maximum social impact while meeting our financial requirements. We established our “Bull’s Eye model” to prioritise how we choose to invest: In the inner ring of the Bull’s Eye (Tier 1) we invest directly in […]
In his last blog, Martin Rich, the chair of our Endowment Investment Committee, outlined the progress we have made with Rathbones, our investment manager, in seeking to maximise the impact of our endowment. In it he made a commitment for us to regularly publish more comprehensive details of our portfolio. As we are approaching the […]
Readers will likely be familiar with our strategy of investing our endowment using a “total impact approach”. In a nutshell, this means that whilst grant making is central to our mission, we want to use our endowment to maximise the amount of social impact that can be achieved. With this in mind we built a […]
The Growth Fund has three funds now live, plus five offers made. There are three further applications currently in the due diligence stage. We are seeing a strong pipeline with a wide range of different sorts of organisations applying. Simon recently updated on progress and the themes we are seeing. A key part of our […]
You may have seen our announcement a couple of weeks ago that we are partnering with Rathbones who will manage our endowment – the culmination of months of thinking about how we invest using a “total impact approach”, how we engage with the investment community and how we determine which asset manager is best able […]