Skip to content

For Investors

Social Investment for Charitable Trusts, Family Offices & Institutions

Independent financial advice and matchmaking for investors seeking to make social investments with measurable impact alongside acceptable financial returns.

Who we work with

Charitable Trusts & Foundations

We help trusts make impactful investments that align with their grant-making mission, from direct social and environmental impact investments to SRI screening.

Family Offices

Independent advice for families seeking to invest a portion of their wealth in line with their philanthropic values.

Institutional Investors

Rigorous financial analysis and due diligence for institutions entering the social/environmental impact investment market.

How we help investors

Due Diligence

Independent financial and impact analysis of specific investment opportunities, giving you an clear view of the risks and returns.

Investment Training

Workshops and seminars for trustees and executives to understand the social/environmental impact investment opportunities and how they apply to your organisation.

Policy & Governance

Help setting up appropriate investment policies, procedures, and governance frameworks for social/environmental impact investment.

Financial Structuring

Expert creation and analysis of bespoke investment structures; suggestion and negotiation of key terms. We demystify the jargon and identify the key risk/return drivers.

Legal Support

Experienced in instructing lawyers precisely, ensuring their time is used efficiently throughout the deal process.

Bespoke Screening

If you want to invest in mainstream markets, but available ESG investments don’t quite meet your objectives, we can help you with bespoke investments that do.

Client work

Social Loans

Charitable Trusts and Foundations as Social Investors

Advising charitable trusts and foundations on integrating social investments alongside their existing grant-making activities, covering screening, due diligence, and investment selection.

 Impact Equity

Family Office Impact Investment Portfolio

Building a diversified social investment portfolio for family offices seeking to align their investment strategy with their philanthropic values while maintaining acceptable risk-adjusted returns.

 Social Impact Bond

Homelessness Social Impact Bond

Structuring and advising investors on a Homelessness Social Impact Bond, enabling retail and institutional investors to fund solutions for rough sleepers.

Ready to explore social investment?

We offer an initial no-obligation conversation to help you understand whether social investment is right for your organisation.

Get in touch