The 2024 Newton Charity Investment Survey

The Newton Charity Investment Survey, now in its 11th year, covers diverse topics within the management of charitable portfolios, and provides an industry benchmark to see how aligned your investment experience and intentions are with those of your peers.

As in each previous iteration, Newton Investment Management has conducted a survey among leaders and decision-makers in the UK charity sector.

The survey explores:
• The effect of major economic and geopolitical issues on UK charities
•The diminishing impact of the cost-of-living crisis on charities’ operations, administration and fundraising abilities, demand for their services, and their short and long-term financial planning
•The charities’ thoughts and plans regarding longer-term issues including cybersecurity and climate change
•The ways in which charities are adapting their investment strategies and expectations around investment returns in a time of continued uncertainty
•The changes to charities’ asset allocation and the shift away from UK equities
•The changing nature of the sector’s relationship with exclusion policies, environmental and social responsibility, sustainable investment, and net zero
•Expectations around and experiences of diversity within the sector,
as well as the insights of faith-inspired charities

Download the PDF report HERE.