Resources

Report
Maanch
Introduction The objective of this working paper is to provide a ‘bird’s eye view’ reference guide to the UK ESG Investing Ecosystem by summarising and explaining the key relevant definitions,...
Report
Barclays and Savanta
New research from Barclays Private Bank finds ‘lack of faith’ between wealthy individuals and charities is a major barrier to giving in the UK B arriers to Giving, a new...
Expert opinion
At Jersey Finance’s Annual Private Wealth Conference in London , on 26 September 2019, it was made inexplicably clear that philanthropy and socially responsible investing (SRI) are now core considerations...
Report
US Trust and The Philanthropic Initiative, Inc. (TPI)
The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand...
Report
Global Impact Investing Network (GIIN)
Global Impact Investing Network (GIIN) network are releasing their report on The State of Impact Measurement and Management Practice . The report provides a comprehensive survey of the state of...
Expert opinion
In its broadest sense, ethical or socially responsible investment (SRI) is the application of both positive and negative ethical, social and environmental criteria in the management of investment portfolios. As...
Expert opinion
A total of nearly £15bn has been donated in the UK by individuals, foundations and corporations over the past 10 years, according to the latest Coutts Million Pound Donors Report...
Expert opinion
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future. Over 90% of heirs will change...
Report
The Philanthropy Workshop
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
Expert opinion
The market for socially responsible investing is growing around the world, but particularly in Europe and the USA. A global survey [i] of investors found that respondents had committed $10.6...

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