Guide: Responsible investing for charities

This guide helps trustees to make informed choices about how they want their portfolios managed.

In today’s world, adopting a responsible approach to investing is increasingly seen as the minimum standard expected of charities. By adopting a responsible approach to investing, you are laying solid foundations upon which a more tailored ethical policy can be developed, ensuring your investments reflect the core values and purposes of your charity.

In this guide we provide guidance around:

• The legal framework that charities need to operate within and the implications that this has on responsible investment
• Practical considerations
• Why a tailored ethical policy is import for investments
• How our responsible investment reporting can help improve communication in annual reports

• The responsible investing definitions typically used throughout the investment community.

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