Guide: Responsible investing for charities
Helping charities to fulfil their investment requirements.
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.