How can we help your charity?

If your charity has an investment portfolio, you’ll know that the right choices make all the difference to financial resilience.

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.

Our services

  • Unconflicted, independent advice. We don’t manage money or assets for charity clients, and we’re well versed in applying checks and balances to those who do. Hymans Robertson is also wholly owned by our partners, which means we’re free from external pressure to prioritise short-term results over our clients’ long-term goals.  
  • Portfolios tailored to your needs. We’ll help you build an investment portfolio that fully reflects your beliefs and requirements, including environmental, social and governance factors. You can be sure that it’ll also be consistent with guidance from The Charity Commission.
  • Asset allocation and selecting asset managers. We can help you build an asset allocation fit for purpose and recommend best-in-class solutions to deliver it. We currently rate over 200 manager products as ‘preferred’ or ‘positive’, which we monitor quarterly for the benefit of our clients.
  • Overseeing your OCIO arrangements. As providers of fiduciary oversight to charities and pension schemes of all sizes, we’ll review your OCIO arrangements to ensure they’re top notch. 

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 our training day

Charity investing with impact – making regulatory guidance work for you

Join us on 14 May 2024 in central London for an interactive training day. Aimed at charitable trustees and decision-makers, the day will equip you with all the information you need to understand the investment approaches available and be on top of recent regulatory guidance. 

Register here

Get in touch

We’d love to share our experiences with you and chat to you about how to safeguard your charity in the years ahead.

Contact us