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Case study: Investment strategy for a corporate foundation
Case study: Investment strategy for a corporate foundation

Give more, for less: how EQ Matched Giving works
Give more, for less: how EQ Matched Giving works

Case Study: Sustainable investing for a community foundation
Case Study: Sustainable investing for a community foundation

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Case Study

Case study: Investment strategy for a corporate foundation 2 min read

Daniel Bland
Daniel Bland,

15/09/2026

In this case study, we look at how we helped a corporate foundation set up an investment policy and strategy that balances philanthropic mission, financial goals, and corporate values, giving it a clear framework to manage its assets with confidence.

Blog

Give more, for less: how EQ Matched Giving works

Raising money for a cause you care about isn't always easy. EQ Matched Giving is designed to make it easier; by helping you turn every pound your supporters give into significantly more for the charity you're backing.

Ben Faulkner
Ben Faulkner,

01/08/2026

2 min read

Case Study

Case Study: Sustainable investing for a community foundation

In this case study, we look at how we helped a community foundation move from a traditional, returns-only portfolio to a sustainable investment strategy, one that grows the endowment, funds grant-making, and lets donors see the real-world impact their money is making.

Daniel Bland
Daniel Bland,

15/07/2026

2 min read

Blog

EQ team gears up for 100km charity cycle ride

This Friday, 24th April, the EQ team will be taking on a 100km bike ride in aid of Carney's Community - our nominated charity for 2026.

Ben Faulkner
Ben Faulkner,

22/04/2026

2 min read

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Factsheet

Sustainable World – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Sustainable World – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Sustainable World – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Sustainable World – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Sustainable World – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Sustainable World – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Sustainable World – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

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Factsheet

Factsheet

Blended World – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Blended World – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Blended World – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Blended World – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Blended World – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Blended World – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

Download
Factsheet

Factsheet

Blended World – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

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Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

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