search.noResults

search.searching

saml.title
dataCollection.invalidEmail
note.createNoteMessage

search.noResults

search.searching

orderForm.title

orderForm.productCode
orderForm.description
orderForm.quantity
orderForm.itemPrice
orderForm.price
orderForm.totalPrice
orderForm.deliveryDetails.billingAddress
orderForm.deliveryDetails.deliveryAddress
orderForm.noItems
Charitable foundations – Feature


DO THE RIGHT THING


Charitable foundations have investment approaches built on solid ESG foundations and are seeing returns that exceed their needs. Andrew Holt looks at how they are doing it.


Due to Covid-19, the income and expenditure gap across the UK charity sector could reach £10bn as shops close and fund- raising events are cancelled, according to Pro Bono Economics, a consultancy. Yet there could be another way of closing this black hole.


A good investment approach can go a long way in addressing this big financial discrepancy. So, what investment approaches are charitable foundations taking to boost their balance sheet and maintain the stability of their organisation going forward? Inevitably, ethical and socially responsible investment is a prominent issue for many charities. ‘Ethics’ was the most com- mon response in a recent Newton Investment Management charity investment survey, when charities were asked to identify issues that they would like their investment managers


Issue 102 | April 2021 | portfolio institutional | 49


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56