The Newton Charity Investment Survey has delivered four years of unique industry insights and trends comparisons, and we’ve now launched the fifth instalment for 2018.

The survey covers diverse aspects of the management of charitable portfolios and continues to provide an industry benchmark to see how aligned your investment experience and intentions are with those of your peers.

This year, we are particularly interested in exploring your views on:

  • Your investment experiences over the past year
  • The political landscape and uncertainties of Brexit
  • Socially responsible investment factors
  • Diversity
  • Regulation

Please help make a difference to your industry and complete the UK’s most comprehensive and data-rich charity survey by Friday 29 June.

All survey participants will be invited to the survey findings launch in the autumn, where we’ll be revealing the data, what it means for you and how the industry might respond.

The first 100 charities to complete the survey will be eligible to receive a pair of tickets to the Summer Exhibition 2018 at the Royal Academy of Arts. Survey participants will also be entered into a prize draw for the opportunity to win a £250 donation to a charity of their choice. Four winners will be selected at random. Terms and conditions apply.

Your responses will be treated confidentially. Data will only be shared in aggregate, and no individual charity responses will be identifiable.

The survey should take approximately 15 minutes. It may be useful to have your latest investment quarterly report to hand for reference.

Thank you for your help in this important project. We look forward to sharing the results of the 2018 survey with you later in the year.