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…

More episodes of Hymans Robertson On...

• 2026 Pensions Conference: Transforming member experience with AI - Episode 161 · May 21, 2026 · 36 min
• 2026 Pensions Conference: How behavioural science is reshaping pensions decisions - Episode 160 · May 14, 2026 · 48 min

Explore listener stats, chart rankings, contacts and more on the Hymans Robertson On... podcast page.