13 May 2026
While charities and foundations spend a lot of time thinking about how best to achieve impact in their grant making, the impact that they can achieve from investment portfolios is often less well considered.
In this episode, Jaid Longmore and Chris King from Hymans Robertson are joined by Charlie Crossley and James Anthony from Friends Provident Foundation. Together, they explore what impact investing means in practice for charities.
They discuss common barriers, including complexity and trustee engagement, and share practical solutions. These range from collaborative initiatives like the Endowments Investing Challenge to using stewardship and engagement to drive impact beyond capital allocation.
You’ll hear simple steps to get started, including reviewing your holdings and defining what impact means for your organisation.
If you have questions on anything covered throughout the episode, please get in touch.
This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.
The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.
Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.
Investment Engagement Manager, Friends Provident Foundation
Social Investment Portfolio Manager, Friends Provident Foundation
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