Investment - Impact investing for charities: responsible investment in practice - Episode 159

About this episode

The episode explores impact investing for charities and practical solutions to common barriers.

While charities and foundations spend a lot of time thinking about how best to achieve impact in their grant making, the impact that they can achieve from investment portfolios is often less well considered. In this episode, Jaid Longmore and Chris King from Hymans Robertson are joined by Charlie Crossley and James Anthony from Friends Provident Foundation to explore what impact investing means in practice for charities. They discuss common barriers, including complexity and trustee engagement, and share practical solutions, from collaborative initiatives like the Endowments Investing Challenge to using stewardship and engagement to drive impact beyond capital allocation. You’ll hear simple steps to get started, including reviewing your holdings and defining what impact means for your organisation. Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and…

People in this episode

Hosts: Jaid Longmore, Chris King

Guests: Charlie Crossley, James Anthony

Topics covered

• impact investing
• charities
• investment portfolios
• trustee engagement
• practical solutions

Keywords

• impact investing
• charities
• investment portfolios
• trustee engagement
• Endowments Investing Challenge

Mentioned in this episode

Organizations: Hymans Robertson LLP, Friends Provident Foundation

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