Responsible investment

We have been investing on behalf of charities for over a century. With a deep understanding of the sector, our dedicated team has extensive experience in building responsible investment strategies that chime with an organisation’s mission.  

We practise responsible investment for every mandate, based on four core principles: 

In a reflection of our achievement in responsible investment, we were recognised as “ESG Champion of the Year” in the Investors' Chronicle/Financial Times 2021 Celebration of Investment Awards.  

The key to our success is working closely with every charity to understand their objectives and priorities. With a range of responsible investing solutions, we are expert at identifying the strategy that will best meet a charity’s needs and ambitions. We help them navigate their options and then implement their decisions meticulously. And to aid trustees in their role, our full-service approach includes educational resources and transparent reporting.  

Balancing your goals 

We are used to helping charities balance their ethical and financial goals. We can accommodate restricted mandates that avoid investments in sectors your charity may wish to avoid, such as alcohol, arms, gambling and tobacco.  

As a company with a long-standing commitment to business ethics, we share the view that investment decisions can be a powerful force for good. Together, we can help secure your charity’s financial future, while contributing to a more sustainable future for everyone.

We do business the right way

It’s not just you who wants to be certain that your charity’s money is being looked after by a company that does business the right way. Donors increasingly demand to know that is the case as well.

We are a member of the FTSE4Good Index of companies that meet globally recognised standards of corporate responsibility. We are also a signatory to the United Nations-backed Principles for Responsible Investment. More broadly, we are committed to being a responsible business, based on four pillars: responsible investment; our people; society and communities; and our environmental impact.  

We are proud to win awards for the quality of our service to charities from the likes of Charity Times and Citywealth. We contribute to the development of good practice within the sector through a range of activities, including our membership of the Charity Finance Group and Charity Investors Group.

To learn more please see our responsible investment page.