Within Investment...

Investment

Taking an integrated approach to our mission and capital base, we use our endowment as a tool for change, through social investments, asset manager and shareholder engagement. We focus our efforts on strategic themes to underpin and focus our proactive work, drawn from what we have learned from or key developments in our programme areas.

Our approach to ethical investment

An overview of our investment policies, including investment exclusions, stewardship responsibilities as a shareholder, and engagement with the financial system as an investor.

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Asset Engagement

We use our influence as an asset owner to engage our ‘market-rate portfolio’ asset managers and the market more broadly on:on responsible investment; environmental, social and ...

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In this section...

‘ESG investing olympics’

In what we think to be a first, we took the unusual approach of making this inve...

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Social Impact Engagement

Almost 10 years ago, Trustees agreed that up to 10 per cent of the investible funds could be invested into instruments to which the Foundation’s general charitable objectives and...

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Investor and shareholder engagement

To support our objectives, we use our influence as a shareholder to engage investee companies and influence as an asset owner to engage fund managers.

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Resolutions, Policies and Coalition work

This section presents our resolutions, policies and coalition work.

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Investment portfolio

Details of our 'social investment portfolio', listing our current and past social impact investments.

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