Investments

Expertise and resources to help your charity make the most of the money it invests

Investment management can be complex and time-consuming. But it doesn’t have to be. Browse our range of free and affordable support. It’s been helping charities to invest with clarity and confidence since 2017.

Find an Investment Manager

Try our easy-to-use matching tool and discover which firms are best suited to manage your charity’s investments.

Request for Proposal Service

Take the pain out of appointing your investment manager and easily compare options with our streamlined, confidential tendering support service.

One Page Review

See how your charity’s investments are performing and decide what to do next with our independent, affordable and easy to understand review.

ESG Review

Get the information you need to check your charity’s money is invested responsibly and in line with its mission and values.

Consolidated Reporting

Make sense of your charity’s multiple investments in one clear and digestible report to guide decision-making with clarity.

Partner With Us

Join many of the biggest and most experienced charity investment managers who already work with Charity Intelligence.

Free investment resources for charities

Our independent reports are recognised across the sector and available to trustees and charity executives completely free of charge.

Quarterly Performance Review

Our most up-to-date report on the performance of all charity pooled funds, so you can see how your charity’s investments compare.

Download

Charity Investment Fund Managers Review

Our twice-yearly report comparing charity investment managers on a range of key measures, helping you decide who to work with.

Download

Investment Terms Explained

Key investment language explained to help new or less experienced charity investors make sense of the jargon.

Download