Charity investment
We help charities and foundations meet their goals with a wide range of services.
Still largely owned by the founding Schroder family, we have served individuals, families, family offices and charities for decades. Our distinctive ownership structure allows us to take a long-term view and align our interests with those of our clients.
We offer a tailored investment strategy that can meet a wide range of objectives, such as inflation protection, income generation and specific ethical requirements, for charities and foundations.
As a charity your circumstances change over time. We work closely with you so that we can always offer the support you need.
We work with trustees, executive teams and charity stakeholders through a wide range of topics, from sustainable investing to appropriate risk or return parameters.
Our greatest asset is our people, whose experience and skill in managing investments for charities has resulted in excellent performance, service and client satisfaction.
Sustainability
Environmental, social and governance (ESG) factors are an increasingly important consideration for charities. We have a full sustainability offering, from exclusions to engagement and integration to impact.
We have been incorporating ESG considerations into our investment process for over 20 years. The United Nations PRI organisation rated us A+ for our approach.
Sustainability and Impact Annual Report 2022
Our third annual Sustainability and Impact Report explores how we invest to achieve better outcomes for people and the planet while targeting attractive financial returns to meet your investment goals.
Contact us
Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.