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The question of charity investments and how they are decided and communicated might sound procedural, but it is growing in the public consciousness and it will not go away

Asheem Singh, ACEVO

Sustainable and ethical investments offer the opportunity to align your investments with your mission, giving you another practical tool with which to support your charity’s work and protect your reputation.

Most charities and trusts will be able to pick investments that fit with your charity’s objectives. For example, a housing charity might consider investing in a sustainable property fund. A health charity can join forces with others to drive up corporate best practice, for example on access to medicines, through engagement.


Simple ways for charities to get involved in Good Money Week:

  1. Review your charity’s investment policy
  2. Advertise your support for Good Money Week
  3. Publicise your charity’s ethical investment policy
  4. Learn more about ethical and sustainable finance and consider other ways that your charity can seek to use its resources ethically

Further your knowledge:

Understanding and Applying Fiduciary Duty, The Guide, Ownership Day 2016

CharitySRI The EIRIS Foundation’s website, CharitySRI, outlines a comprehensive approach to sustainable and ethical investing. This site features a number of useful publications including ‘Socially Responsible Investment: A practical introduction for charity trustees’ which includes a ‘Trustee Toolkit’.

The Charity Commission The Charity Commission recognises that sustainable and ethical investing may be entirely consistent with trustees’ obligations to further the purposes of the charity while seeking the best return from investment. See 'Charities and investment matters: a guide for trustees' (CC14)

 

Other ways to get involved for: