Charities & endowments

Charities, endowments and foundations have greater freedom to act than many other institutional investors. Making use of it requires governance built around their own…

Scrutiny of ESG is prompting charities, foundations and endowments to look more closely at what their climate strategies actually achieve – and where their capital can make the greatest difference.

Private markets can broaden the opportunity set for charities foundations and endowments while offering greater scope for impact and influence. But investors need to overcome challenges around governance, liquidity, costs and implementation to capture those benefits.

There is no one blueprint for investing in private markets. We asked three investment leaders from across the charities, endowments and foundations sector the same four questions, revealing where their thinking converges – and where it differs.

Lisa Stonestreet talks to PMP about what EIRIS Foundation’s four decades of responsible investment can teach asset owners moving into private markets – from defining what they want to achieve to transparency and stewardship.

Showcasing where mayoral strategic priorities, scalable investment opportunity and demonstrable impact intersects. By Gemma Bourne, managing director at Better Society Capital

The challenge facing institutional investors increasingly centres on overcoming the operational friction that can hinder long-term success. Fulcrum Asset Management’s Matthew Roberts explains why implementation has become the next frontier.