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National Philanthropic Trust UK
New Philanthropy Capital (NPC)
Norfolk Community Foundation
Northamptonshire Community Foundation
Nottinghamshire Community Foundation (Member)
Office of the Scotish Charity Regulator
One Community Foundation
Oxfordshire Community Foundation (Member)
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
Paul Hamlyn Foundation
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.