Achieving financial and societal returns: Are all charitable and social investment returns equal?
Investment and spending strategies and managing the balance between them is essential to receive effective societal and financial returns. This event will look at return opportunities for trusts and foundations, philanthropists and social investors and will explore the need to manage volatility, flexibility and long-term sustainability of a portfolio.
Alongside examining the current challenges faced in raising income from investments, the event also aims to examine innovations in programme/mission related investment, the increasing demands of effective impact measurement and identifying and managing reputational risks and hazards that philanthropists, social investors and charities may face.
This event will explore
- Key factors in achieving a balanced return—generating a profit, improving society and supporting innovation
- Identifying and addressing the ongoing challenges to maximising income
- Options within the investment continuum
- Risks and how can they be managed
- Innovations and future trends—empowering impact investors
- Programme related investment: opening up new channels of return
- Importance of and approaches to measuring impact
Chair: Anne-Marie Piper, Head of Charities, Farrer & Co.
Speakers: William Reid, Head of Charities, Quilter Cheviot; Hilary Evans, Chief Executive, Alzheimer’s Research UK; Keith Ward, Head of Social Impact Advisory, RSM UK; Paul Blyth, Investment Director, Panahpur
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