09 April 2021

Investing for Impact: Transforming our investment portfolio

How Ufi transformed the investment portfolio to achieve greater impact

Warehouse manager training a forklift truck driver.

We recently announced the culmination of five years’ work and the creation of our new investment policy to be more mission-aligned.

In order to help like-minded organisations to learn from our experience, we now publish our “how we did it” document, with deep insights into establishing requirements and objectives, redrafting an investment policy, selecting an Investment Services Provider (ISP), planning a transition and other critical success factors for impactful investment.

Investing for Impact: transforming the portfolio

How Ufi aligned our investment portfolio with the UN’s sustainable development goals

Investing for impact document
Female engineer working on laptop.

Ufi Ventures

The UK’s specialist investor in EdTech to support adult skills and learning for work. Providing £250k to £1m in early-stage investment.