Ethical investing

All our clients benefit from a responsible investment approach that recognises that well-managed, sustainable companies are more likely to deliver long-term returns for shareholders.

We can help you assess the potential portfolio impact of any ethical policy and will encourage discussion with trustees to ensure your needs are correctly interpreted and met.

  • We work with clients to respond to the Charity Commission ‘CC14’ guidance, which permits ethical investing.
  • Every portfolio is tailored for an individual client, which means we are always able to respond to specific ethical requirements.
  • We use a market-leading, comprehensive ethical research database to identify companies and countries that contravene the ethical standards you set.

We fully recognise the importance of avoiding the reputational risk of holding an investment that is contrary to a charity’s aims.

Read about our recent ethical investing seminar here.

Read our 10 tips for charity trustees considering adopting an ethical investment policy.

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