Contact person
James Anthony

Friends Provident Foundation is an independent charity that makes grants and uses its endowment towards a fair, resilient and sustainable economic system that serves people and planet. 

We believe the purpose of investment should be to direct capital to socially and environmentally useful activity, to create social as well as economic value, and to help address societal challenges; rather than to focus on short-term financial returns. We are a long-term investor and steward of our investee companies and enterprises.  

Our strategy is shaped around the concept of a ‘4D economy’ that will:

  • Decarbonise the economy to tackle climate change, keep global warming below 1.5 degrees Celsius and ensure a planet that is habitable for future generations, ensuring that this transition to a low-carbon future is fair and equitable;
  • Decentralise the economy to build a fair and sustainable system where people can create and retain value locally and focus on the well-being of their community;
  • Democratise the economy to ensure communities and workers have power, ownership and control of the assets and businesses that sit at the heart of society; and
  • Diversify the economy to address social and economic injustices.

Friends Provident Foundation has been involved in social investing since 2007, investing in a variety of instruments, including loans, bonds, equity, community shares and funds. In June 2022, trustees approved a new target investment portfolio and transition plan that will see our allocation to social investing increase from 10% of the endowment to 33%.

To find out more about our approach to social investing or to discuss an investment opportunity, please view our website or reach out to James Anthony.