One Community Foundation
Oxfordshire Community Foundation (Member)
Paul Hamlyn Foundation
PIMFA - The Personal Investment Management and Financial Advice Association
- Represent the diverse range of firms in the investment and financial advice industry with a unified voice
- Provide industry thought leadership, consolidating our extensive technical insights and expertise in research and policy work
- Lead the debate on policy and regulatory recommendations to ensure an optimal operating environment for firms and clients, maintaining the UK’s position as a leading global centre of excellence
- Through our advocacy work, we promote the industry as a key catalyst to develop a culture of savings and investment in the UK
- Promote a greater understanding of the sector and its role as a beneficial force in transforming the way people save and invest for the future
- Facilitate dialogue across industry stakeholders, while developing best-practice guidance
Prism the Gift Fund
Quartet Community Foundation
Rathbone Greenbank Investments
We understand how financial and ethical issues can be integrated in the management of a client’s portfolio. For us, ethical investment is not one strategy among many, it is ingrained in every aspect of how we manage money.
Our vision is to empower our clients to invest their money as a force for good, together championing the transition to a healthier planet and a more equitable society. Our investment teams work to understand each client’s unique financial aims, as well as their ethical, sustainability and impact requirements, in order to create an investment proposition that is aligned with their values.
Our in-house ethical, sustainable and impact research team plays a key role in supporting the provision of this service, underpinned by its proprietary database of company and issue profiles. The team looks in detail at both what a company does and how it operates, assessing performance against some 300 social and environmental criteria. We can apply a range of techniques to selecting investments to suit different client needs. These include screening out issues of concern and choosing investments that are contributing to a sustainable society or a specific issue, for example, the low-carbon energy transition.
Alongside tailored bespoke discretionary portfolios, we also provide access to the Rathbone Greenbank Portfolio range of funds, which are managed by Rathbone Funds and made available to clients in a variety of ways.
Rathbone Greenbank Investments is a trading name of Rathbones Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
The value of investments and the income from them may go down as well as up and you may not get back what you originally invested
We believe that one day, aligning profits with social impact will be the norm.
We are one of the UK's leading social impact investment companies. Since 2002 we have worked with over 165 social enterprises and charities, enabling them to raise capital to grow their impact, and make a greater difference to the communities they serve. We currently manage over £260m of investors' capital across eleven operational funds, with a team of forty across five locations – Launceston, Bristol, Manchester, London and Birmingham.
In 2019/2020 we mobilised £43m of useful capital into the hands of 30 social enterprises from 175 investors.
RESONANCE SOCIAL IMPACT INVESTMENT FUNDS
We have created and manage eleven social impact investment funds, which focus on tackling major societal issues, with particular expertise in homelessness, poverty, community-led projects, health & wellbeing and education. Our funds aim to deliver a financial return and a targeted social impact to investors.
Our largest funds are the Resonance Homelessness Property Funds, which have reached £258m of funds under management, and are housing over 2,533 people on their way out of homelessness.
Rockefeller Philanthropy Advisors
Royal Parks Foundation
We exist to raise funds and awareness to support the magic of London's eight amazing Royal Parks, now and in the future.
Looking after 5,000 acres of carefully conserved urban parkland, home to hundreds of thousands of trees, plants and wildlife, plus numerous historic monuments and of course more than 77 million visitors each year, is no small task.
Whilst The Royal Parks receives a government grant for the day-to-day care and management of the lawns, flower beds, roads and paths - keeping them safe and clean, in beautiful condition and bursting with life all year round - that grant has just been cut by more than 25% and there is little or no funding for sport, education, art, heritage restoration or wildlife conservation projects.
So that’s where we come in! We’re a small, energetic team of people who work incredibly hard to raise funds, make the most of every relationship and create a wide variety of innovative projects to make The Royal Parks better spaces for nature and places for people in the heart of London.
We are on a mission to transform the way SMEs and charities do business, moving us to a sustainable economy.
We believe collaboration between the for-profit and not-for-profit sectors is essential to achieve environmental balance, social justice, and economic prosperity across the globe. We support organisations who want to work in partnership, collaborate to achieve change, and actively involve those most affected, in decision making.
We know that businesses and charities who embrace sustainable development today, are the ones who thrive financially, socially and reputationally, tomorrow and into the future.
SDG Changemakers run workshops and partner with organisations on projects to show them how to embed, measure and communicate social and environmental value. We use the UN's universal call to action, the 17 Sustainable Development Goalds (SDG), as our framework linking them back to local and nationally led initiatives such as the TOMs, SBTi, GRI, ISO, PRI, SASB and the United Nations Global Compact.
We believe that every organisation should have access to effective, affordable and focused support to help them achieve their vision. As part of our commitment to the Sustainable Development Goals, we provide cost-effective solutions to transform, ignite and empower like-minded change-makers.
We also pledge to return at least 1% of our profits to support organisations who are beacons of these values and where our support can make a difference.
By leading with a sustainable purpose, SDG Changemakers is committed to responsible leadership, community-led innovation and financial, social and environmental sustainability.
SharedImpact is the world's first global donor-advised fund - a network of charities created to foster strategic philanthropy and impact investment around the world, by making it easier for donors, investors and charitable organisations to connect, give and receive donations tax-efficiently.
We have a unified charity tax structure that allows philanthropists and family offices in the UK, United States and Hong Kong to seamlessly move donations internationally while retaining all their local tax benefits. We also offer our clients an online platform which not only enables access to impact investments but also acts as a global fundraising service for social-purpose organisations.
Social Finance Group
Social Finance is a not for profit organisation that partners with the government, the social sector and the financial community to find better ways of tackling social problems in the UK and beyond. Our unique 50 member team comprises individuals with substantial financial, consulting and social expertise who share a common passion for solving entrenched social problems.
Since we started in 2007, Social Finance has raised over £24 million of social investment and designed a series of programmes to tackle social challenges. These include support for 2,000 short sentence offenders released from Peterborough Prison, 380 children on the edge of care in Essex, 2,500 young people at risk of becoming NEET and 800 rough sleepers in London. We are also alleviating fuel poverty for over 2,300 families in Sunderland, enabling 15,000 families to access nursery places and free children’s services, and providing 7,500 affordable micro loans in Wales.