Responsible Investment Policy guidance for charities and foundations
Author: Sam Mahtani’s new Research Insights Series:
This has been designed specifically for senior leaders in the investment industry.
The below first article, published this week, offers practical guidance for charities and foundations looking to develop or review their Responsible Investment Policy.
A timely resource for mission-driven organisations navigating ESG integration:
‘Responsible investment is a powerful way for charities to uphold their ethical commitments while managing their endowments and funds. Excluding sectors that conflict with a charity’s mission is a fundamental component but must be approached thoughtfully. By considering the charity’s values, defining clear exclusion criteria, evaluating financial implications, and ensuring transparency, charities can create investment portfolios that both embody their principles and support long-term sustainability.’
This is the first in a series of insights tailored to Charities, Foundations, and Fund Management Groups, with more to follow in the coming months.
