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Our Investment Strategy

Total Portfolio Impact

At The Bishop Radford Trust we are working to bring not only our donation strategy but also our investment strategy into alignment with our charitable objectives. This has been further spurred on by the Butler-Sloss case.

Investment Strategy

We aim to align our investments with our charitable objectives, using an ethical lens. We track our donations and investments, looking at the total portfolio impact. Through two agencies we engage in thematic, ESG investing and impact investments aligned to the United Nations Sustainable Development Goals.

Impact

Impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return.  

Social impact investing – the provision of finance to organisations addressing social needs with the explicit exception of a measurable social as well as financial return.