Thank you for your help in completing our 2025 Investment Survey for Charities, Endowments and Foundations.
The survey, now in its 12th year, aims to provide a data resource that will be of real value to the non-profit sector. It should take around 20 minutes to complete, and the questions can be completed without the need for any special preparation or research.
This year’s survey is being conducted at a later timeline than usual, but will still be asking you to use data as of 31 March 2025. It might be helpful to have a copy of your first quarter investment report to hand. When we ask questions about amounts or percentages, approximate answers are sufficient.
We will offer a pair of tickets to an exhibition of your choice (before 31 March 2026) at the Royal Academy of Arts to each of the first 100 charities to complete the survey. Terms and conditions apply.
Thanks once again for your help in this important project for the sector.
If you are one of the first 100 charities to complete this survey, we are delighted to offer you a pair of tickets to an exhibition of your choice (before 31 March 2026) at the Royal Academy of Arts. In order to be eligible, please enter your details below. If you would prefer to complete the survey and remain anonymous, please leave the question unanswered.
Your personal information (personal data refers to details such as your name or email address) will be collected by Trajectory which is hosting the survey on behalf of Newton Investment Management Limited. All personal data held by Trajectory will be deleted no later than 31 March 2026. You can view Trajectory’s privacy policy for more information.
*By completing the survey and providing your email address, you agree that Newton Investment Management Limited has permission to contact you with further communications, including event invitations and thought leadership.
Newton Investment Management Limited will transfer or store your personal information in other countries, including those outside Europe, under the protection of appropriate safeguards. For more information about how Newton Investment Management Limited collects, uses and shares personal information and your legal rights, please contact us at Data.Privacy@newtonim.com or see BNY’s full privacy notice.