The Investor Forum CIC
The Investor Forum CIC
Trading as: The Investors Forum
#09242326 • Active
B2bServices
The Investor Forum is a not-for-profit organization dedicated to positioning stewardship at the heart of investment decision-making. It facilitates dialogue among institutional investors to address material issues and enhance long-term value.
Founded: 30/09/2014
Industries: Management consultancy activities other than financial management
Website: https://www.investorforum.org.uk/
Phone: Subscribe to view
Email: Subscribe to view
Location: 183 Euston Road, 5th Floor, London, NW1 2BE, England
Products
- White Papers
- Annual Reviews
- S360 Project Materials
Services
- Collective Engagement Framework
- Practical Guides On Stewardship Practices
- Publications On Stewardship Insights
Financial Snapshot
Last accounts made up to 30 September 2024
Next accounts due 30 June 2026 (14 months)
Cash in Bank £0.95m
↓ -18%
Turnover £1.1m
↓ 0%
EBITDA £28,259
↓ -66%
Gross Profit £1.1m
↓ 0%
Total Liabilities £0.88m
↓ -5%
Employees 10
↑ 11%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Jonathan Baird | Retired | 10/02/2025 | British | 56 years |
| Andrew Justin Mackenzie Thomson | Fund Manager | 26/12/2024 | British | 57 years |
| Matthew Mcnaughton Brazier | Investment Advisory | 20/12/2024 | Australian | 47 years |
| Valeria Piani | Stewardship | 18/12/2024 | Italian | 47 years |
| Kimberley Diane Lewis | Sustainability Porefessional | 18/12/2024 | American | 51 years |
| Elena Benedetta Bignami | Stewardship Manager | 16/12/2024 | Italian | 30 years |
| James Rupert Howard Krefting | Investment Management | 16/12/2024 | British | 57 years |
| John Teahan | Portfolio Manager | 16/12/2024 | Irish | 47 years |
| Christopher James Kinder | Chief Executive | 02/09/2024 | British | 50 years |
| Paras Kishore Anand | Chief Investment Officer | 13/12/2023 | British | 51 years |
| Alexander James Edmans | Professor | 03/05/2022 | British | 45 years |
| Michael George Alexander Mclintock | Company Director | 01/05/2021 | British | 64 years |
| Andrew Millington | Portfolio Manager | 08/12/2020 | British | 42 years |
| Peter Oliver Gershon | Company Director | 25/01/2018 | British | 78 years |
Role:
Retired
Appointed:
10/02/2025
Nationality:
British
Age:
56 years
Role:
Fund Manager
Appointed:
26/12/2024
Nationality:
British
Age:
57 years
Role:
Investment Advisory
Appointed:
20/12/2024
Nationality:
Australian
Age:
47 years
Role:
Stewardship
Appointed:
18/12/2024
Nationality:
Italian
Age:
47 years
Role:
Sustainability Porefessional
Appointed:
18/12/2024
Nationality:
American
Age:
51 years
Role:
Stewardship Manager
Appointed:
16/12/2024
Nationality:
Italian
Age:
30 years
Role:
Investment Management
Appointed:
16/12/2024
Nationality:
British
Age:
57 years
Role:
Portfolio Manager
Appointed:
16/12/2024
Nationality:
Irish
Age:
47 years
Role:
Chief Executive
Appointed:
02/09/2024
Nationality:
British
Age:
50 years
Role:
Chief Investment Officer
Appointed:
13/12/2023
Nationality:
British
Age:
51 years
Role:
Professor
Appointed:
03/05/2022
Nationality:
British
Age:
45 years
Role:
Company Director
Appointed:
01/05/2021
Nationality:
British
Age:
64 years
Role:
Portfolio Manager
Appointed:
08/12/2020
Nationality:
British
Age:
42 years
Role:
Company Director
Appointed:
25/01/2018
Nationality:
British
Age:
78 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality | |
|---|---|---|---|---|
| No active PSCs found | ||||
No active PSCs found
Financial Accounts
| Sep 2023 | Sep 2022 | Sep 2021 | |
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| Balance Sheet | |||
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| Stock | |||
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| Other Shareholder Funds | |||
| Provisions | |||
| Long Term Debt | |||
| Creditors (> 1 year) | |||
| Other Non-Current Liabilities | |||
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| Creditors | |||
| Creditors (< 1 year) | |||
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| Key Metrics | |||
| Net Assets | |||
| Net Current Assets | |||
| Total Assets Less Current Liabilities | |||
| Working Capital | |||
| Enterprise Value | |||
| Added Value | |||
| Cashflow Before D&A | |||
| Other Information | |||
| Staff Costs | |||
| Number of Employees | |||
Charges
No charges registered
Properties
No property information available
Grants
No grant information available
Group Structure
No group structure information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 14/02/2025 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 11/02/2025 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 08/01/2025 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 06/01/2025 | Accounts | Accounts With Accounts Type Small | View (20 pages) |
| 02/01/2025 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 20/12/2024 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 19/12/2024 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |