Investment consultant(s) Request for Proposals
Download the full Request for Proposals document by clicking here.
We are currently requesting proposals from suitably qualified investment consultant(s) to advise us on investing our endowment responsibly, in line with our updated Investment Policy.
Since 2020, we have developed our thinking on investment so that we now take account of non-financial outcomes alongside financial returns. In 2024 we strengthened our policy on exclusions – in particular, to exclude primary market investment in fossil fuels – and in 2025 we further clarified our ambition to achieve a positive impact through our endowment, as well as approving our first Social Investment Policy.
This evolving and more ambitious approach to our investing means that our investment advice needs evolve too. We are looking to work with an investment consultant who is equally ambitious about responsible investment, and can actively support us to progress our charitable aim through the way our endowment is invested. For the first time, we are also seeking a consultant who can support us with planning and building a portfolio of social investments.
We are open to appointing one investment consultant to advise on both our financial investment portfolio and our social investment portfolio; or two investment consultants, one to advise on our financial investment portfolio and one to advise on our social investment portfolio. Details of our requirements for both roles, and how to submit a proposal, can be found in the full Request for Proposals document which you can access by clicking here.