Independent member of Investment Committee

Who are we?

In sum, we’re an independently endowed charitable foundation that invests in people and positive change, is inclusive and supports innovation. And we like to work with others who share our principles and passions.

With an investment portfolio now valued at c. £175M, we are keen to leverage all of the  resources at our disposal in pursuit of our mission – not just the proportion we distribute annually in grants. That has led us on a journey of reviewing how our money is invested, resulting in an updated our Investment Policy Statement, outlining how we seek to generate positive social impact through our investments, alongside financial returns.

What are we looking for?

Our Investment Committee is one of three Committees reporting to the Board of Trustees, and provides expert input on the execution of our investment strategy, drawing on the advice and support of external investment consultants, as well as the executive team. It comprises both trustees and independent experts who can bring their expertise and experience to the decision-making and governance process. Members serve limited terms of office and as a result of some upcoming retirements, we now have two vacancies for independent expert members.

We welcome applications from candidates whose skills and interests include:

• a commitment to responsible investment as a baseline, ideally with knowledge of the context in which charitable trusts and foundations invest;
• knowledge and experience in investing to generate both a financial return and positive social and environmental impacts;
• an understanding of the impact investing market, preferably with experience in developing relevant investment strategies and polices;
• developing innovative financial instruments relevant for supporting third-sector organisations;
• knowledge of impact reporting frameworks.

What does the role involve?

Our Investment Committee meetings are held quarterly. While our office base is in central London, we invite applications from across the UK. We always conduct meetings in hybrid format and aim to bring committee members together at least once-a-year for an in-person meeting. The role will also provide opportunity for investment committee members to explore aspects of the Trust’s wider activities, including attendance at the Trust’s annual symposia and other areas of interest. The total time commitment for the role is expected to be no more than 4 days per year, including preparation and reading time.

Although the role is unpaid, reasonable expenses will be reimbursed.

How to apply

We’re looking for people with the commitment, vision and expertise to support our small but dedicated executive team and make your contribution to writing the next chapter in our story. 

If you think that this could be you, go to our website to find out more about us and then email your curriculum vitae and a two-page covering letter telling us why you’d like to be involved and how your skills and expertise meet the requirements of the person specification to [email removed - click apply for more details] by  17.00 on 31st October 2024.