Embedded Impact report 2024

Growing and protecting environmental, social and financial capital

2024 Impact report

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Aurum’s ESG approach

The Aurum group has always had a strong and committed approach to sustainability, both in the way we run our business and in our approach to social responsibility. You can download our ESG Policy here, and read about our Alternative ESG Symposium here.

Our purpose as a business is to grow and protect capital. Not only our clients’ capital, but also environmental capital; our planet and species and social capital; healthcare and education. We express this through Embedded Impact®.

 

What is Embedded Impact®?

Aurum is an Embedded Impact® business where donations are structured to proportionately increase as firm AUM increases. Donations are made to selected environmental and humanitarian charities.

This ensures that as we grow and prosper as a business, we are using this success to create meaningful, positive impact.

Aurum also offers two specific Embedded Impact® Funds where donations are made by Aurum from advisor fees.

 

 

Environmental protection and justice

 

 

Key stats:

Sustainable development goals:

Synchronicity Earth Amphibian Programme | Conservation

Earth is home to more than 8,000 species of amphibians – frogs, toads, salamanders, newts and worm-like caecilians. These fascinating animals exhibit a remarkable diversity of colours, forms…
Earth is home to more than 8,000 species of amphibians – frogs, toads, salamanders, newts and worm-like caecilians. These fascinating animals exhibit a remarkable diversity of colours, forms and appearances and have inspired human cultures around the world for millennia. Unfortunately, amphibians are by far the most threatened group of vertebrates, with 41% threatened with extinction.

Synchronicity Earth’s Amphibian Conservation Programme aims to: catalyse conversation about the need for conservation action, and support efforts for threatened amphibians through the mobilisation of new resources and information. This is achieved through three goals:

  • Improve the knowledge base to guide amphibian conservation.
  • Fund and support increased amphibian conservation on the ground.
  • Support the development of amphibian conservation organisations.
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Synchronicity Earth Asian Species | Conservation

Southeast Asia has an incredibly rich and vibrant diversity of wildlife and boasts some of our planet’s most extraordinary natural wonders. The region is home to a vast range of unique terre…
Southeast Asia has an incredibly rich and vibrant diversity of wildlife and boasts some of our planet’s most extraordinary natural wonders. The region is home to a vast range of unique terrestrial and freshwater species, while its seas teem with life and are some of the most biodiverse marine ecosystems on Earth. But this extraordinary natural heritage faces unprecedented threats from habitat destruction, climate change, and overexploitation. Without direct, on-the-ground species conservation action, this amazing biodiversity will likely be lost forever.

Aurum Kaleidoscope provides funding to Synchronicity Earth’s Asian Species Programme, which aims to support local leaders and communities to catalyse conservation efforts for the most threatened and overlooked species. The programme currently focuses on three strands:

  • Conserving species – providing direct support, particularly to locally led conservation groups, for some of the most threatened and overlooked species in Asia.
  • Developing the Southeast Asian conservation sector – supporting organisational and individual development and autonomy to achieve species conservation goals.
  • Advancing knowledge – building the knowledge base on Asian species and their conservation needs, thus enabling actions to be prioritised.
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Synchronicity Earth Biocultural Diversity Programme | Conservation

80% of Earth’s remaining terrestrial biodiversity lies within land managed or governed by Indigenous Peoples and local communities (“IPLCs”). IPLCs are, typically, ethnic groups who are …
80% of Earth’s remaining terrestrial biodiversity lies within land managed or governed by Indigenous Peoples and local communities (“IPLCs”). IPLCs are, typically, ethnic groups who are descended from, and identify with, the original inhabitants of a given region, in contrast to groups that have colonised the area more recently. Research has shown that biodiversity often flourishes in areas where these groups are able to remain in their territories and defend them from external threats. Despite this, less than 1% of all climate funding globally reaches the IPLC organisations who form the pillars of environmental stewardship.

Recognising the vital relationship between nature and culture, Synchronicity Earth’s Biocultural Diversity Programme works to support partners to:

  1. Defend IPLC ‘Territories of Life’ as insecure land tenure fuels poverty, social and gender inequalities, food insecurity, conflict and environmental degradation.
  2. Protect and revive biological and cultural diversity.
  3. Increase understanding of how biocultural approaches are integral to delivering conservation.

The programme focuses on regions where this diversity is greatest and most threatened, providing increased funding to grassroot partners, whilst establishing strong, long-term relationships and supporting Indigenous leadership growth.

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Synchronicity Earth Congo Basin Programme | Conservation

The Congo Basin is home to the world’s second largest rainforest and Africa’s second-longest river. This region contains an incredible array of species, as well as acting as a major carbon…
The Congo Basin is home to the world’s second largest rainforest and Africa’s second-longest river. This region contains an incredible array of species, as well as acting as a major carbon sink while supporting the livelihoods of 40 million people. For generations, IPLCs have safeguarded the Congo Basin’s biocultural diversity. However, lack of secure land tenure for IPLCs combined with government economic ambition, leaves much of this landscape and the life it supports vulnerable to destruction from industrial-scale activities, such as logging and agribusiness.

Conservation work in the area faces huge challenges, but empowering IPLCs to protect their territories is essential for biodiversity, ecosystems and human wellbeing in the long term.
Synchronicity Earth’s Congo Basin Programme supports its partners working in the Democratic Republic of Congo (“DRC”) and Cameroon to:

  • Empower civil society to resist and reduce threats to ecosystems and biodiversity from destructive developments.
  • Secure the rights of forest peoples to remain on their territories and defend them from threats.
  • Support IPLCs to revive ecosystems and biodiversity through regenerative approaches to development, for example, by championing agro-ecological approaches to food production.
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Synchronicity Earth Freshwater Programme | Conservation

Freshwater habitats host some of the most diverse and productive ecosystems on Earth. They are of critical importance for global biodiversity, human prosperity, and climate mitigation and adap…
Freshwater habitats host some of the most diverse and productive ecosystems on Earth. They are of critical importance for global biodiversity, human prosperity, and climate mitigation and adaptation. Despite this, wetlands are being destroyed three times faster than terrestrial forests and are among the most threatened environments globally. The people and wildlife that are most impacted by their rapid loss and degradation are not receiving the attention or support they need to avoid further decline.

Synchronicity Earth’s Freshwater Programme is committed to addressing the challenges facing freshwater ecosystems. The programme focuses on catalysing collaborative conservation action through advancing knowledge systems and empowering local communities to advocate for, and protect, freshwater ecosystems. This programme is based on ten years of institutional knowledge gained from funding, engaging with, and researching freshwater conservation, as well as working with a network of scientific and grassroots advisors.

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Synchronicity Earth Ocean Programme | Conservation

The ocean is fundamentally important to life on Earth, making up 97% of the liveable space on our planet. The ocean is home to an estimated 2.2 million species and supports the livelihoods of …
The ocean is fundamentally important to life on Earth, making up 97% of the liveable space on our planet. The ocean is home to an estimated 2.2 million species and supports the livelihoods of over three billion people. Ocean currents are key to global weather patterns, processes in the ocean produce half of the world’s oxygen, and ocean ecosystems absorb a quarter of the carbon dioxide emitted by humanity. Ocean conservation work only receives a very small percentage of total environmental funding from UK trusts and foundations, demonstrating an urgent need to increase support to the blue heart of our planet.

Synchronicity Earth’s Ocean Programme focuses on critical yet less familiar and vastly underfunded conservation challenges for the global ocean. The programme encompasses three strands:

  • Communities and Culture – promoting local community and Indigenous knowledge, culture and experience in ocean conservation and fisheries management.
  • Species and Ecosystems – supporting targeted conservation action for some of the most threatened yet overlooked marine species and ecosystems.
  • Research and Policy – addressing key research gaps and systemic changes in policy that are falling through the cracks of ocean conservation work.
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Synchronicity Earth SHOAL Partnership | Conservation

Freshwater ecosystems are at the sharp end of the global biodiversity crisis, with an 81% decline in species abundance since 1970. This is a more severe decline than for any other ecosystem ty…
Freshwater ecosystems are at the sharp end of the global biodiversity crisis, with an 81% decline in species abundance since 1970. This is a more severe decline than for any other ecosystem type, yet funding, policy and action for freshwater biodiversity is minimal. SHOAL is a programme of Synchronicity Earth and Re:wild to address these issues.

Through SHOAL’s work it seeks to engage a wide range of stakeholders to accelerate and escalate action to save the most threatened fish and other freshwater species. SHOAL aligns with and extends the work of Synchronicity Earth’s Freshwater Programme.

The SHOAL 2032 Strategy aims to transform freshwater species conservation from being almost entirely neglected, to receiving a level of attention proportionate to the crisis freshwater species face. Its five current priority regions are: Mexico, the African Rift Valley Lakes, the Western Ghats in India, the Mediterranean, and Southeast Asia.

To achieve this vision, SHOAL have set the following goals:

  • Inspire as many people as possible globally to appreciate and take action for the amazing and vital life that freshwater supports.
  • Mobilise a global action network, built from the communities that care, to take action for freshwater fishes.
  • Act to make a direct and immediate difference for at least 1,000 of the most threatened freshwater fish species.
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Africa Nature Investors Foundation | Conservation

As the most populated country in Africa, Nigeria needs urgent environmental action to ensure the sustainable use and conservation of its resources. Over 80% of environmentally protected areas …
As the most populated country in Africa, Nigeria needs urgent environmental action to ensure the sustainable use and conservation of its resources. Over 80% of environmentally protected areas in Africa are insufficiently funded, with Nigeria being largely uncharted territory for most environmental organisations. This is despite it being one of the most biodiverse countries in the continent with exceptional levels of amphibian, primate and floral diversity.

Established in 2018, Africa Nature Investors (“ANI”) Foundation is an African founded, African-led not-for- profit organisation committed to bringing best-practice nature conservation to West Africa. It aims to promote the participation of African opinion leaders in conservation to make sure efforts are relevant to Africans. By being African, ANI understands how to navigate stakeholders and politics in Nigeria from community to state and Federal Government-level.

ANI is working to protect and restore landscapes that are facing serious threats from human activity including: illegal logging, farmers practicing slash and burn agriculture, and expanding palm oil and rubber plantations. Currently this work is focusing on two precious landscapes in Nigeria: Gashaka Gumti National Park on the border with Cameroon, and the Okomu Landscape in southern Nigeria (comprised of Okomu National Park and two adjoining forest reserves).

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Buglife | Conservation

Invertebrates are vitally important to a healthy planet. The food we eat, the fish we catch, the birds we see and the flowers we smell simply would not exist without bugs. Invertebrates underp…
Invertebrates are vitally important to a healthy planet. The food we eat, the fish we catch, the birds we see and the flowers we smell simply would not exist without bugs. Invertebrates underpin life on earth and without them the world’s ecosystems would collapse. Today, thousands of invertebrate species are declining with many heading towards extinction. There are more than 40,000 invertebrate species in the UK, and due to changes in land use and other human impacts, many of these are under threat as never before.

Buglife is the only organisation in Europe devoted to the conservation of all invertebrates. Founded in 2002, Buglife is the very first conservation organisation that incorporates all aspects concerning the preservation and protection of invertebrates. Its aim is to halt the extinction and achieve sustainable populations of invertebrate species. The overall vision is for a wildlife-rich planet where other species thrive alongside people.

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International Union for Conservation of Nature | Conservation

Aurum Kaleidoscope supports the International Union for Conservation of Nature (IUCN). Created in 1948, IUCN has evolved into the world’s largest and most diverse environmental network. IUCN…
Aurum Kaleidoscope supports the International Union for Conservation of Nature (IUCN). Created in 1948, IUCN has evolved into the world’s largest and most diverse environmental network. IUCN harnesses the experience, resources and reach of its 1,400+ member organisations and the input of some 15,000 experts. IUCN is the global authority on the status of the natural world and the measures needed to safeguard it. IUCN provides public, private and non-governmental organisations with the knowledge and tools that enable human progress, economic development and nature conservation to take place together.

Donations from Aurum Kaleidoscope help to cover IUCN core costs. These contribute to the delivery of a range of activities, from maintenance of the Red List of Threatened Species, to innovation, programme development and delivery, to championing nature’s role in achieving the Sustainable Development Goals.

Aurum Kaleidoscope’s donation to core funding allows the organisation to remain strategic and deliver its mission to ‘Influence, encourage and assist societies throughout the world to conserve the integrity and diversity of nature and to ensure that any use of natural resources is equitable and ecologically sustainable.’

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IUCN | Conservation policy engagement

2023 was a decisive time for international climate action. Temperature records were repeatedly broken and climate impacts felt in unprecedented wildfires, floods, storms and droughts worldwide…
2023 was a decisive time for international climate action. Temperature records were repeatedly broken and climate impacts felt in unprecedented wildfires, floods, storms and droughts worldwide. The UN reported that much more must be done to meet the goals of the landmark Paris Agreement with policy engagement at conferences, such as the 28th UN Climate Change Conference (“COP28”), presenting a critical opportunity to put the world on a more sustainable path.

IUCN actively participated in United Nations Framework Convention on Climate Change (“UNFCCC”) COP28, which took place from 30 November to 13 December 2023, in Dubai, United Arab Emirates (“UAE”). This conference was the conclusion of the first ‘global stocktake’ of the world’s efforts to address climate change under the Paris Agreement, including a call on governments to speed up the transition away from fossil fuels.

In 2023, IUCN was also heavily involved in the agreement of the High Seas Treaty, continued working on the development of the Plastic Pollution Treaty and advocated for a moratorium on deep seabed mining. All these initiatives played a vital role in influencing change in both climate change and biodiversity and in addressing the triple planetary crisis in a more consistent way.

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More Than Carbon | Alternative approach to carbon offsetting

Aurum takes a holistic approach to carbon balancing which focuses on building resilience and regenerating ecosystems alongside sequestering carbon, while avoiding some of the pitfalls associat…
Aurum takes a holistic approach to carbon balancing which focuses on building resilience and regenerating ecosystems alongside sequestering carbon, while avoiding some of the pitfalls associated with some lower quality schemes.

In 2015, the regeneration programme was created as a collaboration between Aurum and Synchronicity Earth and continues to be supported by Aurum. Over time this project has evolved into the More Than Carbon programme which Synchronicity Earth use to support a range of projects which provide carbon balancing.

More Than Carbon places equal emphasis on nature, climate, and people, supporting work to protect biodiversity, reduce the impacts of climate change and contribute to human security, health, and wellbeing. Contributing funding to the More than Carbon initiative helps businesses to balance their impact on the natural world, both in terms of their carbon emissions and their impact on nature, thereby contributing towards meeting environmental and social responsibilities.

Aurum Kaleidoscope directly supports Hutan, which is a locally-based conservation organisation in Sabah, Malaysian Borneo. Hutan’s reforestation team, made up almost entirely of women, is working to restore a key wildlife corridor that has previously been decimated through many years of ownership by a large Malaysian oil palm plantation.

Following two years of negotiations with Hutan, this plantation agreed to allocate 45 hectares of land for Hutan’s restoration project in August 2018 to support the conservation of important local species, such as Bornean orangutans and pygmy elephants.

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More Than Carbon | Inspiring others

Scientific evidence demonstrates that the most effective way to reinforce the Earth’s capacity to draw down carbon is by protecting existing intact ecosystems. As the saying goes, “prevent…
Scientific evidence demonstrates that the most effective way to reinforce the Earth’s capacity to draw down carbon is by protecting existing intact ecosystems. As the saying goes, “prevention is better than cure”, and this is the guiding principle which underpins the More than Carbon initiative.

The More than Carbon initiative is designed by Synchronicity Earth for businesses committed to caring for the natural world and reducing their carbon footprint. It maximises ecological and social value by supporting six partner local organisations to protect and restore natural ecosystems. It looks beyond the carbon benefit towards holistic, positive impacts for nature, people and climate and aims to:

  • Encourage more funding from the corporate world for environmental projects.
  • Provide long-term funding for selected conservation organisations, targeting the “triple win” of biodiversity conservation, climate change mitigation and improved community livelihoods.
  • Motivate funders to embrace the fundamental importance of protecting and restoring the natural world, and to mitigate their own environmental impact.
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Diversity, equity and inclusion

 

 

 

Key stats:

Sustainable development goals:

Adara – Baby Ubuntu | Child protection and wellbeing

It is estimated that globally 53 million children live with a disability, with 95% living in low- and middle-income countries with little access to specialist services. It is vital that we rai…
It is estimated that globally 53 million children live with a disability, with 95% living in low- and middle-income countries with little access to specialist services. It is vital that we raise awareness about disability at all levels; supporting individual carers to be empowered to better care for their children, promoting acceptance and inclusion at a community level and lobbying for community- based rehabilitation services to reach families in rural areas globally.

‘Ubuntu’ is the African philosophy of togetherness and is deeply rooted within cultural concepts of community and humanity. Adara, an international development organisation focused on maternal and child health, implements the ‘Baby Ubuntu’ programme in partnership with the London School of Hygiene and Tropical Medicine (”LSHTM”). This programme is an early-intervention, community-based programme that supports children aged between six months and four years with a disability and their caregivers. It ensures caregivers understand their child’s disability and provides them with practical skills to help feed, communicate and play with the child.

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Africa Food for Thought | Child protection and wellbeing

Africa Food for Thought (“AFFT”) provides food security for children, in support of education. Currently, they support nearly 17,000 children in the West Rand of Johannesburg, South Africa…
Africa Food for Thought (“AFFT”) provides food security for children, in support of education. Currently, they support nearly 17,000 children in the West Rand of Johannesburg, South Africa.

AFFT believes in supporting families caring for orphaned and vulnerable children. Early Childhood Development is the most important time in a person’s life and access to good nutrition and a nurturing environment are critical. By removing food insecurity, children are able to focus more on their education and significant improvements can be observed in academic, sporting, and social performance.

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Hope and Homes for Children | Child protection and wellbeing

Over 80 years of evidence from across the world has demonstrated the significant physical and emotional harm that orphanages and other institutions can cause to the children who inhabit them, …
Over 80 years of evidence from across the world has demonstrated the significant physical and emotional harm that orphanages and other institutions can cause to the children who inhabit them, despite having been set up with good intentions. Care within these spaces lacks consistency, permanency and continuity and often results in the children being excluded from the wider communities and lagging behind. To avoid the negative impacts of institutionalisation, children need to be placed within families or alternative family-type arrangements.

Hope and Homes for Children (“HHC”) is a UK-based organisation that works across Europe and Africa with a vision of a world in which children no longer suffer institutional care, working towards a day when every child can grow up in a loving family. It works alongside local partners, governments and civil society organisations in over 30 countries to dismantle orphanage-based care systems. The charity moves children out of institutions into family-based care, helps keep together families who are at risk of breakdown due to the pressures of poverty, disease, or conflict, and works to prevent child abandonment.

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One to One Children’s Fund | Child protection and wellbeing

Around the world, children are living with trauma and disease. The impact on their life chances can be devastating. In the Eastern Cape, where 24% of pregnant mothers are HIV positive, that im…
Around the world, children are living with trauma and disease. The impact on their life chances can be devastating. In the Eastern Cape, where 24% of pregnant mothers are HIV positive, that impact is all the more critical. Half of all infant mortality in South Africa occurs within the first month of life. These children are exposed to HIV in utero and are at even greater risk of infection, low birth weight and infant mortality.

To improve the health and life chances of these children, studies have shown that interventions are most successful if introduced during the first 1,000 days after conception. This in the period of a child’s life that the foundations for optimum health, rapid brain growth and child development are laid.

One to One Children’s Fund aims to rebuild and transform the lives of vulnerable children. One to One identifies the greatest risks children and adolescents face and then works with partners to pilot and deliver cost-effective interventions in healthcare, psychosocial services and education. It trains and empowers people who can best fill the critical gaps in care for those children by providing relatable role models to make healthcare more inclusive.

In the rural Eastern Cape, South Africa, the Enable Project targets the most vulnerable mothers and children up to the age of five, through door-to-door visits. Local women are empowered and equipped with skills and knowledge to carry out basic health checks. These women are referred to as Mentor Mothers.

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Fair Play Playground | Disability and inclusion

Playgrounds across the UK are not inclusive in the way they need to be, preventing disabled children from obtaining the health benefits and socialisation that most other children and families …
Playgrounds across the UK are not inclusive in the way they need to be, preventing disabled children from obtaining the health benefits and socialisation that most other children and families take for granted. Making playgrounds accessible and enabling children of diverse abilities to be able to play together promotes a healthier society for all.

Fair Play playground opened in February 2024. It was installed as a model playground for local authorities and landscape designers in the UK to be able replicate in part or in whole and is part of a campaign for all playgrounds across the UK to become more inclusive.

The Seneca Trust supported by Aurum Kaleidoscope spearheaded the development of Fairplay Playground partnering with Barnet Council in February 2022 to design a new public playground, project manage the build and run the administration around funding and fundraising.

Fair Play is, the first of its kind, as an accessible and inclusive playground in the UK, has been purposefully designed to enable people of all ages and abilities to play together. This playground is located in Barnet, North London. It was designed in co-ordination with disabled residents, parents, carers and accessibility experts, and features enjoyable play equipment that everyone, able-bodied or with cognitive or physical disabilities, can use.

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Accessible Music and Theatre | Disability and inclusion

There are 1.5 million people with a learning disability in the UK. Access to meaningful activities is often limited for learning-disabled people resulting in these adults and children feeling …
There are 1.5 million people with a learning disability in the UK. Access to meaningful activities is often limited for learning-disabled people resulting in these adults and children feeling excluded and all too often falling behind their peers.

The arts are able to inspire and include people of all ages and from all walks of life. Through the arts, learning-disabled young people and adults can acquire the freedom to express themselves, learn new skills, develop confidence and gain communication and social interaction skills. In doing so, they can feel empowered to be who they are – and consequently challenge societal perceptions.

Given the right support, and fantastic opportunities such as those provided by Aurum Kaleidoscope’s allied charities, everyone can be a superstar!

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Sierra Leone Autistic Society | Disability and inclusion

Sierra Leone remains one of the poorest countries in the world, with almost one in five children not reaching their fifth birthday. Those with rare and complex conditions face little prospect …
Sierra Leone remains one of the poorest countries in the world, with almost one in five children not reaching their fifth birthday. Those with rare and complex conditions face little prospect of getting support and treatment. Within this resource-poor context, those with disabilities, particularly those with neurological conditions and intellectual disabilities, often face devastating social exclusion, with profound educational and livelihood consequences, contributing significantly to ill-health and poverty.

The Sierra Leone Autistic Society (“SLAS”) started in 2014 as a Community Based Organisation (“CBO”). It became a national NGO in 2017, with the aim of facilitating access to health, education, psychological and social interventions and strategies for people with disabilities, with a specific focus on those with Autism Spectrum Condition (“ASC”). Today, SLAS provides much needed services in various parts of the country, and many families who receive its services claim it is a ‘lifesaving’ and one-of-a-kind organisation in Sierra Leone.

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Vision Bermuda | Disability and inclusion

In 1954, the Beacon Club began as a social group for people who were blind and vision impaired. It was officially established by the Bermuda Society for the Blind Act in 1957. It was officiall…
In 1954, the Beacon Club began as a social group for people who were blind and vision impaired. It was officially established by the Bermuda Society for the Blind Act in 1957. It was officially registered as a charity in 2013 and began promoting vision health through education and offering specialised professional vision rehabilitation services to assist in promoting independence. The name was subsequently changed to Vision Bermuda to more accurately reflect the mission to serve anyone whose vision loss impacts their day-to-day activities.

No major renovation had taken place at Beacon House, where Vision Bermuda operates from, since the early 1960s. The physical plant had deteriorated over the years, with electrical, mechanical and plumbing systems becoming out-dated.

It was no longer possible to provide the full range of in- house services required due to safety, modern building code requirements and practical considerations. Therefore, an extensive renovation of Beacon House was required.

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Camp Simcha | Disability and inclusion

When a child has a serious illness, their lives and the lives of their whole family are turned upside down. It is often difficult for caregivers to find normality in daily life, such as provid…
When a child has a serious illness, their lives and the lives of their whole family are turned upside down. It is often difficult for caregivers to find normality in daily life, such as providing hot meals on the table. Each member of the family may struggle with different emotions when a child has a serious illness, and often they need a safe space to process these feelings.

Camp Simcha is an organisation who supports seriously ill children and their families in the UK. Its mission is to provide bespoke, unconditional, practical and emotional support tot these families and to bring hope and joy by providing powerful, positive experiences.

Bringing fun and laughter to seriously ill children and their siblings makes a huge difference and can give them strength to face the challenges ahead. Camp Simcha believes the power of positive experiences, such as parties, retreats and outings, can have a hugely therapeutic impact for children dealing with difficult treatments and siblings struggling with worry and unsettled family life.

Camp Simcha trains its Family Liaison Officers (“FLOs”) to assess what family members need to get them through dark days, often before the families themselves do. Whether it is a lift to hospital when parents are juggling multiple appointments with the needs of their other children, or overnight respite for a much-needed break, they work to ensure that Camp Simcha is always there to lighten the heavy load.

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Essl Foundation | Disability and inclusion

Access to Assistive Technology (“AT”) deserves greater attention now than ever before. The global report on AT published by WHO and UNICEF in May 2022, found that 2.5 billion people requir…
Access to Assistive Technology (“AT”) deserves greater attention now than ever before. The global report on AT published by WHO and UNICEF in May 2022, found that 2.5 billion people require one or more assistive products, and this need is expected to grow to over 3.5 billion by 2050 as the rate of non-communicable diseases rises and the global population ages.

Access to appropriate, quality assistive technology can mean the difference between enabling or denying education for a child, participation in the workforce for an adult, or the opportunity to maintain independence and age with dignity for an older person. Access to assistive technology empowers and enables individuals and communities and is a key pre-condition for realisation of the UN Convention on the Rights of Persons with Disabilities and achievement of the Sustainable Development Goals. Put simply, assistive technology is a life changer.

The Essl Foundation is an Austrian non-profit organisation, working to find, promote, and support the implementation of innovative solutions worldwide that can significantly improve the lives of disadvantaged people. Since 2012, the annual Zero Project Conference has worked to identify and research innovative projects focusing on solutions that can benefit those with disabilities. At the heart of many of these projects lies Information and Communication Technology (“ICT”) and AT due to the potential it has to support persons with disabilities.

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Safe Passage | Refugee support

Every day, men, women, and families are forced to make a gut-wrenching decision -abandoning their homes to escape war, persecution and human rights abuses. Surviving such suffering should be t…
Every day, men, women, and families are forced to make a gut-wrenching decision -abandoning their homes to escape war, persecution and human rights abuses. Surviving such suffering should be their only concern, not the uncertainty of whether they will reach their destination alive.

Since 2019, at least 70 people, including lone children, have died attempting to cross the Channel, according to official figures. No one should risk their lives simply for needing somewhere safe to rebuild their lives, but the lack of safe routes only pushes refugees into the hands of smugglers and these perilous journeys.

Safe Passage believe every person has the right to be safe – both safe to be with their family and safe to rebuild their lives. Its vision is a world where the people who need it have safe passage to a place of safety, family, and justice.

Safe Passage champions the rights of refugees and displaced people as they flee persecution, using the law to help them access a safe route to a place of safety. It works alongside refugees to campaign for change and build public support for safe passage for all.

Since Safe Passage started in 2016, it has supported nearly 3,000 children and their family members to reach safety.

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Choose Love | Refugee support

An estimated 100,000 ethnic Armenians fled their home in Nagorno-Karabakh, after Azerbaijan seized control of the enclave in September 2023. Many thousands gathered in a makeshift camp in the …
An estimated 100,000 ethnic Armenians fled their home in Nagorno-Karabakh, after Azerbaijan seized control of the enclave in September 2023. Many thousands gathered in a makeshift camp in the town of Goris, with 30% of these people said to be children. This came after civilian areas were targeted with heavy shelling from the Azeri authorities, following a nine-month blockade that Azerbaijan imposed on the area, blocking humanitarian aid and cutting off access to essentials such as food, fuel and hospital supplies. Even though the territory of Nagorno-Karabakh is internationally recognised as part of Azerbaijan, it has been governed by Armenia as a self-declared republic (the Republic of Artsakh) since the early 1990s, with a 95% ethnic Armenian population.

Choose Love is a UK-based non-governmental organisation which provides humanitarian aid to, and advocacy for, refugees around the world. It provides fast, flexible, transparent, accountable funding and support to refugees in areas where the need is greatest. It works with agile local community organisations doing the most vital and effective work to support refugees along migration routes globally.

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Mercy Ships | Life-changing healthcare provision

Every two seconds, one person dies from a surgically treatable disease. Globally, it is estimated that five billion people lack access to safe surgical care, with approximately 1.7 billion of …
Every two seconds, one person dies from a surgically treatable disease. Globally, it is estimated that five billion people lack access to safe surgical care, with approximately 1.7 billion of those being children. This burden is felt especially heavily in sub-Saharan Africa, where people are deprived of years of healthy life, for conditions that are easily treatable, due to this lack of access to affordable surgical care.

Mercy Ships are a pioneering international health charity, who deploy hospital ships to provide free, life- changing surgeries in sub-Saharan Africa. Alongside this they also train healthcare professionals and build stronger medical services for everyone, creating change for decades to come. This new educational and advocacy pillar of work builds on the Dakar Declaration, which sets out a strategic roadmap to improve surgical care for African nations by 2030.

Since 1990, Mercy Ships has conducted 42 field services in 14 African countries, most of which are ranked by the United Nations Development Index as the least developed in the world. Each year, more than 3,000 volunteers from more than 60 countries serve onboard the world’s two largest charity hospital ships, the ‘Africa Mercy’ and the ‘Global Mercy’. The inspiring crew includes surgeons, nurses, dentists, cooks, engineers and teachers who all dedicate their time to give patients expert and vital medical care.

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Medical Justice | Aiding persons in immigration detention

Immigration Removal Centres (“IRC”) are full of detained men, women and children including those who have been victims of torture, trafficking and rape. Some people in detention have lived…
Immigration Removal Centres (“IRC”) are full of detained men, women and children including those who have been victims of torture, trafficking and rape. Some people in detention have lived in the UK for decades, whilst others have recently arrived off small boats having survived long perilous journeys. They have complex health needs with detention exacerbating existing conditions and contributing to mental illness. Despite this, healthcare provision in these centres is inadequate with medical neglect contributing to the deaths of detained persons.

Medical Justice offers independent medical advice and assessments to people held in immigration detention. The charity was founded in 2005 by a Zimbabwean asylum seeker, who was on the verge of organ failure following a hunger strike in a UK IRC, and the volunteer doctor who saved his life. After he recovered, these two men went on to found Medical Justice with the aim of assisting others in detention, organising more doctors to volunteer and to encourage people to campaign for the end of medical mistreatment in detention. The vision of Medical Justice is that “immigration detention in the UK does not harm anybody’s physical and mental health in the UK as it no longer exists” highlighting its ultimate goal as an organisation to end immigration detention entirely.

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iheart | Cultivating mental health resilience

A 2022 NHS study found that at least one in six children in England have a probable mental health problem, with over half of all mental health problems starting by the age of 14. Huge attentio…
A 2022 NHS study found that at least one in six children in England have a probable mental health problem, with over half of all mental health problems starting by the age of 14. Huge attention and resources have been placed on the youth mental health crisis in recent years. Yet, the crisis is getting worse, not better.

This is because existing solutions have assumed that today’s youth have a resilience deficit, thus creating programmes to ‘build’ or ‘create’ resilience. However, this is not the case as resilience is built-in and innate to every human being. Therefore, to help address this problem today’s youth need coaching to realise they do not lack the qualities required to deal with the challenges they face.

iheart’s mission is to help youth and the community around them to uncover their innate mental wellbeing to become resilient, contributing members of society. It educates young people that they do not have a resilience deficit and empowers them with the confidence that they can uncover their built-in mental health and resilience so that they can overcome their challenges and realise their extraordinary potential.

The charity, founded in 2017, has developed a series of innovative, evidence-based mental wellbeing educational programmes which challenge current practices and outlooks. Over the past seven years, iheart services have reached and impacted over 55,000 young people in 22 countries.

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Aurum Bursary | Education and social mobility

As part of Aurum’s commitment to diversity and inclusion, we have awarded two university bursaries to promising ARK Academy students who have chosen to follow one of two career streams; one …
As part of Aurum’s commitment to diversity and inclusion, we have awarded two university bursaries to promising ARK Academy students who have chosen to follow one of two career streams; one in finance and one in environmental conservation.

The Aurum bursaries combine financial support to cover both tuition fees and living expenses with practical support in the form of a comprehensive internship programme and ongoing mentoring. This combined approach will remove the financial burden of higher education and provide excellent opportunities for the students in two competitive fields. From this ongoing relationship, we are building an enduring association with these students.

The internships provide an insight to both Aurum and our allied charity Synchronicity Earth. As part of the internship programme, the students have attended internships at both Aurum Research Limited and Synchronicity Earth. This has expanded their experiences by providing insight into another industry. And, by collaborating with Synchronicity Earth, we will continue our work to enhance the links between finance and conservation.

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Acumen | Changing the way the world tackles poverty

More than two billion people around the world lack access to basic goods and services—from clean water and electricity to an education and the freedom to participate in the economy. A new ap…
More than two billion people around the world lack access to basic goods and services—from clean water and electricity to an education and the freedom to participate in the economy. A new approach is needed to address the root causes of poverty and increase equity of opportunity.

Acumen is a global non-profit that invests in sustainable businesses leaders and ideas. This is done by supporting grass roots projects to reduce poverty and create opportunities for marginalised communities across healthcare, energy, agriculture, financial inclusion and education.

Acumen’s vision is a world based on dignity, where every human being has the same opportunity. Rather than giving philanthropy funds away or investing in traditional capital, Acumen invests in philanthropic, or “patient,” capital that provides start-ups the flexibility and security to grow their business.

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HelpFilm | Promoting philanthropic impact

78% of charities see improving their website, digital presence or social media as the greatest digital priority for the next year. Video plays a fundamental role in all these areas, as it can …
78% of charities see improving their website, digital presence or social media as the greatest digital priority for the next year. Video plays a fundamental role in all these areas, as it can engender a closeness and transparency to what the charity is doing more than any other medium. People can see with their own eyes what it is the charity is doing so it offers social proof, who it has helped and where donor money is going.

However, many charities who are striving to change the world for the better are struggling to be seen due to unaffordability of conventional film production companies.

HelpFilm uses professional filmmakers or video producers to create high-end videos and animations and to provide productions and editing services at no cost to small and medium sized charities across a broad range of valuable causes. HelpFilm strives to tell creative and compelling stories. Videos that highlight a variety of causes and achievements, as a well told story will move an audience to think, reflect and then act – to enable those charities to further their purposes and achieve their goals.

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Aurum Kaleidoscope Foundation | Innovative financing

Aurum Kaleidoscope Foundation (“Aurum Kaleidoscope”) was formed in April 2022 as a charitable incorporated organisation which receives substantial donation income from Aurum. …
Aurum Kaleidoscope Foundation (“Aurum Kaleidoscope”) was formed in April 2022 as a charitable incorporated organisation which receives substantial donation income from Aurum.

Aurum Kaleidoscope is registered with the Charity Commission for England and Wales and conducts a grant-making process intended to promote the advancement of environmental conservation, social welfare and education.

Aurum is an Embedded Impact business that looks to provide profit with purpose. Aurum’s purpose is to grow and protect its client’s capital alongside environmental capital; the planet and species and social capital; healthcare and education.

Over many years, Aurum has selected worthy beneficiaries and has donated to them directly becoming a solid supporter of a wide range of organisations in the process. The growth of the Embedded Impact® Approach itself then led to a realisation that, in order to maximise positive environmental and social impact, the due diligence of beneficiaries should be performed by a suitably qualified entity that is structurally designed to exist for the public benefit.

Aurum Kaleidoscope is not a company; it is formed as a corporate body directly regulated by the charities commission. This means Aurum Kaleidoscope is subject to the legal framework that applies to charities and so refines the focus of the trustees to the pursuit of their charity’s charitable purpose. With the power to do anything which furthers its charitable purpose, Kaleidoscope is thus freed of the conflict that many companies face under the doctrine of shareholder primacy. This functional segregation provides the perfect balance for Aurum to carry out its Embedded Impact Approach.

Aurum Kaleidoscope has minimised operational expenses due to the resource support provided by Aurum and its subsidiaries (the “Aurum Group”). Aurum Kaleidoscope does not employ any staff and does not require office space so can instead concentrate on identifying and verifying the beneficiaries of its grant-making process.

Aurum Kaleidoscope’s Trustees are predominantly made up of Aurum Group colleagues but there is also an independent member who provides additional insight and oversight.

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Aurum Embedded Impact | Innovative financing

One of the biggest challenges for the NGO sector is in securing stable multi-year annuity style funding. To fill this gap, Aurum has worked to pioneer innovative financing models, creating a s…
One of the biggest challenges for the NGO sector is in securing stable multi-year annuity style funding. To fill this gap, Aurum has worked to pioneer innovative financing models, creating a selection of endowment funds to secure unrestricted, stable multi-year programmatic funding for our allied charities.

Aurum is a fully Embedded Impact business, meaning that donations are structured to proportionately increase as firm AUM increases.
Aurum also offers two specific Embedded Impact Funds where Aurum uses part of the revenue it generates from these funds to finance donations to environmental and social causes:

  • The first Embedded Impact investment fund launched in 2002. Aurum makes donations from the investment advisory fees earnt from this fund predominantly to environmental charitable causes including Synchronicity Earth, a registered charity that supports the conservation of biodiversity, ecosystems and species at risk around the world.
  • The second Embedded Impact fund launched in 2019, Aurum makes donations from the investment advisory fees earnt from this fund to social causes including The Seneca Trust a charity focused on disability, health, displacement and education and environmental causes including Synchronicity Earth. This is achieved by Aurum Kaleidoscope providing grants and direct assistance to charities and organisations.

Since inception, the Embedded Impact approach has given more than $31 million to support charitable endeavours around the world.

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Mobilising the hedge fund industry | Advocacy and engagement

The hedge fund industry deals with complexity and risk every day. Fundamental to the industry’s success are analysis of data and the need to understand the impact of trends and systemic chan…
The hedge fund industry deals with complexity and risk every day. Fundamental to the industry’s success are analysis of data and the need to understand the impact of trends and systemic change. By extending this approach to environmental impact, the industry is ideally placed to both understand the problems and be part of the solution.

Aurum has a goal to galvanise the hedge fund industry to have a net positive environmental impact. To achieve this Aurum engages and collaborates with external stakeholders including underlying managers. This primarily involves candid discussion and providing educational materials and guidance on how environmental philanthropy can benefit both their businesses and wider society.

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Manager data | Advocacy and engagement

The hedge fund industry deals with complexity and risk every day. Fundamental to the industry’s success are analysis of data and the need to understand the impact of trends and systemic chan…
The hedge fund industry deals with complexity and risk every day. Fundamental to the industry’s success are analysis of data and the need to understand the impact of trends and systemic change. By extending this approach to environmental impact, the industry is ideally placed to both understand the problems and be part of the solution.

Aurum has a goal to galvanise the hedge fund industry to have a net positive environmental impact. To achieve this Aurum engages and collaborates with external stakeholders including underlying managers. This primarily involves candid discussion and providing educational materials and guidance on how environmental philanthropy can benefit both their businesses and wider society.

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Aurum team | Giving back

Aurum encourages its employees to support charities that are important to them and to use their skills and efforts to make a difference. The Aurum Group runs a programme that s…
Aurum encourages its employees to support charities that are important to them and to use their skills and efforts to make a difference.

The Aurum Group runs a programme that supports group employee fundraising by up to £1,000 annually per employee. Group employees are also able to give a £50 birthday donation to a charity of their choice.

In 2018 the Aurum Group introduced an employee volunteering programme, where staff are allocated two days per year to volunteer. This was enhanced in 2021 from providing London based volunteering opportunities, to the following options:

  1. For colleagues who already have volunteering commitments, to be able to use these days for charity of their choice.
  2. To provide group volunteering opportunities to facilitate team building.
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United Nations Principles for Responsible Investment | UN PRI

Aurum became a signatory to the PRI in 2014. The PRI works to understand the investment implications of ESG factors and to support signatories in incorporating these factors into their investm…
Aurum became a signatory to the PRI in 2014. The PRI works to understand the investment implications of ESG factors and to support signatories in incorporating these factors into their investment ownership decisions. The PRI acts in the long-term interests of its signatories, the financial markets, and economies in which they operate and ultimately of the environment and society as a whole.

The PRI reporting is assessed using a numerical grading system ranging from 1 to 5 stars. The questions are weighted by their relative importance to responsible investment practices and/or the PRI’s overall mission, with a multiplier applied to questions that are deemed to be of moderate or high importance.

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Cyber security | Reducing the risk

While controversial, the biggest cyber security threat to an organisation is via its people. Humans are the easiest route for a malicious programme to bypass a company’s network. This can be…
While controversial, the biggest cyber security threat to an organisation is via its people. Humans are the easiest route for a malicious programme to bypass a company’s network. This can be either through giving their details to the ‘bad actor’ or by running an application that should not be run. A smaller risk is that of poor system configuration that allows a ‘bad actor’ to use a backdoor. The Aurum Group has multiple systems to reduce the risk of human error or system misconfiguration.

Comparing the last six months of 2023 to the same six months of 2022, incoming email level volumes remained broadly similar. However, there was a significant reduction in malware and phishing emails of 30% and 40% respectively. This reflected a material improvement in the processes of the upstream providers.

The overall level of cyber-attacks remains at a high level and to reduce the risk to the Aurum Group, the group runs a multi-supplier security model utilising independent breach databases with over 30 million events currently being reviewed every month.

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Task Force on Climate-related Financial Disclosures | TCFD

Reflecting the Aurum Group’s focus on climate change and support for the Paris Agreement’s aim of keeping the increase in global average temperatures to below 2°C above pre-industrial …
Reflecting the Aurum Group’s focus on climate change and support for the Paris Agreement’s aim of keeping the increase in global average temperatures to below 2°C above pre-industrial levels, Aurum is a supporter of the Task Force on Climate-related Financial Disclosures (“TCFD”).

Aurum have always been cognisant of the environmental challenges of climate change and both the risks and opportunities this has for us as a business. This TCFD reporting is an important step to strengthening our reporting and transparency in this area.

Aurum believes a robust ESG approach is both our moral and fiduciary duty. ARL’s Head of ESG is responsible for identifying climate risks and opportunities in collaboration with the Aurum Group’s investment research and operational due diligence teams. This information is provided to the senior management team and Aurum’s board who are able to opine on these matters. This is from both a corporate and investment perspective.

As well as having this formal process in place, Aurum also believes ESG is the collective responsibility of all group employees. This is reflected in ESG considerations being integrated into all Aurum Group employee objectives. These objectives range from limiting personal and professional environmental impact, ensuring inclusivity in all we do and looking to drive industry and wider societal change by collaborating with other industry participants.

At a business level, the Aurum Group have taken opportunities to reduce our carbon footprint and are particularly cognisant of our suppliers and their impact on society.

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Business operations | Reducing our negative impact

At Aurum, we believe it is important to consider how our day-to-day operations can have an impact on environmental and social issues. The Aurum Group continually reviews its op…
At Aurum, we believe it is important to consider how our day-to-day operations can have an impact on environmental and social issues.

The Aurum Group continually reviews its operations, seeking ways to improve efficiency and decrease negative impact.

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