Resources

Our Resource Directory is full of interesting reports, blogs and articles that we invite you to share and use in your work.

Our blog

My reflections after 3 months as the Social Investment Portfolio Manager

Blog

My reflections after 3 months as the Social Investment Portfolio Manager

I’ve now been in my new role as the Social Investment Portfolio Manager at Friends Provident Foundation for just over 4 months.

My reflections after 3 months as the Social Investment Portfolio Manager Learn more
Raising the bar: Reflections 3 years after the launch of the Cazenove Capital Sustainable Growth Fund

Blog

Raising the bar: Reflections 3 years after the launch of the Cazenove Capital Sustainable Growth Fund

In 2020, alongside Joffe Trust and Blagrave Trust, we launched a process that was eventually named by Responsible Investor the ‘environmental, social and governance (ESG) Investing olympics’, or the ‘ESG olympics’.

Raising the bar: Reflections 3 years after the launch of the Cazenove Capital Sustainable Growth Fund Learn more
Unleashing the Potential of Impact Measurement in Listed Equities: The crucial role for asset managers (part 1 of 2)

Blog

Unleashing the Potential of Impact Measurement in Listed Equities: The crucial role for asset managers (part 1 of 2)

Impact investing is gaining traction, driven by asset owners seeking positive impact.

Unleashing the Potential of Impact Measurement in Listed Equities: The crucial role for asset managers (part 1 of 2) Learn more
Learning to change: Evidence-based practices to support a Just Transition

Blog

Learning to change: Evidence-based practices to support a Just Transition

The global pursuit of a sustainable future has never been more urgent.

Learning to change: Evidence-based practices to support a Just Transition Learn more
Staff Spotlight: Jake Furby

Blog

Staff Spotlight: Jake Furby

This is a series of staff spotlights – showing the people behind the organisation! First up with have our Communications Manager: Jake Furby.

Staff Spotlight: Jake Furby Learn more
Reflective Blog: Mitie AGM and the Ethnicity Pay Gap

Blog

Reflective Blog: Mitie AGM and the Ethnicity Pay Gap

In this reflective blog, I would like to share my experiences and insights from the AGM, where I had the opportunity to stand up and advocate for voluntary ethnicity pay gap reporting.

Reflective Blog: Mitie AGM and the Ethnicity Pay Gap Learn more
Pride Month

Blog

Pride Month

LGBTQIA+ (Lesbian, Gay, Bi, Trans, Queer, Intersex, Asexual and +) Pride Month is a significant time to reflect, renew, and invigorate the movement for LGBTQIA+ equality.

Pride Month Learn more
Welcome to two new Trustees Placeholder

Blog

Welcome to two new Trustees

We are thrilled to have you here, and we can’t wait to share exciting stories, insights, and updates from the foundation.

Welcome to two new Trustees Learn more
Introducing Charlie Crossley, our new Investment Engagement Manager

Blog

Introducing Charlie Crossley, our new Investment Engagement Manager

Charlie is based in London. In this interview Charlie shares his work experience and motivations in joining the foundation, and talks about the foundation’s ‘4Ds strategy’.

Introducing Charlie Crossley, our new Investment Engagement Manager Learn more

Our resources

The Foundation Practice Rating 2023/2024 Report

Resource

The Foundation Practice Rating 2023/2024 Report

The Foundation Practice Rating 2023/2024 Report Learn more
Citizens’ Economic Council report

Resource

Citizens’ Economic Council report

Can involving the public in economic policy-making help the UK tackle the cost-of-living crisis?

Citizens’ Economic Council report Learn more
Learning to change: Evidence-based practices to support a Just Transition

Resource

Learning to change: Evidence-based practices to support a Just Transition

In this report, we delve into the groundbreaking insights derived from three Foundation-funded projects.

Learning to change: Evidence-based practices to support a Just Transition Learn more
Climate emergency declaration

Resource

Climate emergency declaration

Friends Provident Foundation recognises that business as usual risks climate breakdown with profound consequences for people and planet.

Climate emergency declaration Learn more
Financial Inclusion: Annual Monitoring Report 2022

Resource

Financial Inclusion: Annual Monitoring Report 2022

Poorest citizens ‘worn down’ as financial inclusion remains distant dream for the UK. The UK has made little progress in the last decade towards creating a truly financially inclusive society, a new study reveals.

Financial Inclusion: Annual Monitoring Report 2022 Learn more
Equity and Social Justice Strategy

Resource

Equity and Social Justice Strategy

This is our first update on our equity and social justice plan. You can access this report as a word file, a html website page and as a pdf document.

Equity and Social Justice Strategy Learn more
Diverse organisational models to address economic, environmental and social challenges Front cover of the Diverse organisational models to address economic, environmental and social challenges report

Resource

Diverse organisational models to address economic, environmental and social challenges

This report illustrates diverse ways of structuring business activity that differ from the widespread and established model of external equity ownership and governance.

Diverse organisational models to address economic, environmental and social challenges Learn more
Living well in retirement

Resource

Living well in retirement

An investment and delivery framework to enable low income older home-owners to repair, improve and adapt their homes.

Living well in retirement Learn more
COP26 declaration: asset owner climate expectations of asset management

Resource

COP26 declaration: asset owner climate expectations of asset management

We are pleased to join 24 other asset owners as a founding signatory to the ‘COP26 declaration: asset owner climate expectations of asset management’.

COP26 declaration: asset owner climate expectations of asset management Learn more