Understanding the capacity and need to take on investment within the social sector – summary report


In 2015 NCVO was commissioned by the Social Investment Research Council to investigate the experience of social sector organisations engaging with social investment.

In its most common form, charities and social enterprises use social investment to buy assets or scale up their service delivery, and in doing so seek to improve their sustainability.

Borrowing is not necessarily a suitable option for all social sector organisations, and there are limits to how much the sector has capacity or need for the investment available in the current market. This research project examines this market across several reports, the data for which is also available below.

The report summary (PDF, 800KB) covers:

  • an analysis of the structure and finances of social sector organisations examining the sector's existing financing arrangements and their assets and liabilities
  • a literature review on organisations' financing behaviours from research that has already taken place on the UK social investment market
  • case studies on organisations' social investment journeys