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Strategic Investment: Rethinking long-term charity portfolios
Last Updated: September 30, 2025
For institutional charities such as foundations and endowments, investment strategy is not just about navigating short-term market movements. It is about building portfolios that preserve and grow capital in real terms, so that charitable missions can be supported not only today but well into the future.
Investment support hub
Last Updated: January 13, 2026
Charities face a distinct set of challenges when it comes to investing – from navigating market volatility and balancing short- and long-term goals, to aligning investment strategy with their mission and governance responsibilities.
A guide to charity investment governance
Last Updated: January 30, 2026
Charity investment governance refers to the structures, policies, and responsibilities that guide how trustees manage their charity’s investments.
Charity trustee responsibilities: Legal and regulatory framework
Last Updated: January 13, 2026
Charity trustees hold a fiduciary duty to manage their organisation's assets responsibly, ensuring that all investment decisions align with the charity's objectives and comply with prevailing legal frameworks.
Developing a charity investment policy
Last Updated: January 13, 2026
An investment policy serves as a foundational document that guides a charity's investment decisions, ensuring alignment with its mission, values, and financial objectives.
Ethical and responsible investing for charity trustees
Last Updated: January 13, 2026
Ethical and responsible investing ensures that a charity's investments align with its mission, values, and the expectations of its stakeholders.
Risk management and diversification
Last Updated: January 13, 2026
Effective risk management is essential for charities to protect their investment assets while achieving sustainable financial growth.
Investment performance monitoring and reporting
Last Updated: January 13, 2026
Once a charity has invested its assets, ongoing monitoring and transparent reporting are essential to ensure that investments are performing as expected, risks are being managed, and ethical commitments are upheld.
The future of charity investment governance
Last Updated: January 13, 2026
As economic, social, and environmental challenges evolve, charity investment governance must adapt to ensure financial sustainability, ethical integrity, and compliance with emerging regulations.
Our charities team
Last Updated: January 13, 2026
Meet our charities team
Rathbones Charity Growth & Income Fund - Prospectus
Last Updated: December 4, 2025
Rathbone Active Income and Growth Fund
Last Updated: September 30, 2025