As advisers to a large number of charities, alongside many other institutional investors, we’re ideally placed to provide the right investment advice for you.
We can provide a well-rounded review of your charity, identifying key areas to strengthen overall financial resilience. We believe this is an easy way to ensure your charity will remain financially sustainable for the generations to come.
Matt Woodman - Head of Charities
Could your charity use a health check?
No two charities are the same. Although each is dedicated to a critical cause, their approaches to fundraising and investing can vary dramatically. We identified a growing need to review long-term sustainability in the sector while being cost-conscious. This need led to the development of our Charities Health Check. Based on input from the Third Sector Research Centre, we’ve identified 10 factors that drive charities’ long-term financial sustainability.
Our Charities Health Check service gives you an easy-to-digest summary, showing you how your charity ranks on each factor. We’ll identify any areas that need attention and present a clear plan of action. Read our case study to understand how we helped a large financial group identify and plug the holes in their investment strategy.
Our commitment to society and the environment
We're Stewardship Code signatories
We've been assessed and measured against the six principles of the code. We advise our clients on how to hold asset managers to account and help them be better stewards of capital.
Our climate pledge
Climate risk is integrated into all our research, services and advice. We want to halve the firm's core carbon footprint of 1,988 tCO2e by 2025 (against 2019/20 baseline position) and to use accredited carbon off-setting and schemes to achieve a net zero position against our measured carbon emissions each year, and our estimated lifetime core carbon footprint of 33,500 tCO2e by 2025.
Net Zero Investment Consultants initiative
We're partnered with the wider invesment consultant community to drive change in our industry and reach net zero.
B Corp Certification
We're part of a global community of businesses certified to meet high standards of social and environmental performance, transparency and accountability.
The Hymans Robertson Foundation
Every year, we donate 2% of our profits to the Hymans Robertson Foundation. We set up the Foundation to make a difference to the lives of disadvantaged young people and communities in the UK. We offer bursaries and grants, and we’ve also committed to multi-year funding for eight charity partners. Between October 2020 to March 2023, we’ve supported nearly 900 young people across the UK with over £120,000 of bursary funding.
Join us on Tuesday 21 November, when a range of experts will deliver practical sessions on ‘doing the right thing’ and give guidance on how you can maximise your charity’s impact. Afterwards, there will be light refreshments and an opportunity for networking.