Since the company was founded, we have been working with charities of all sizes to help create the ethically screened investment strategies and donor partnership that trustees, donors and beneficiaries can support and believe in.


Accurate and trustworthy information

Donors and beneficiaries expect the objectives of the charities they support to be reflected in their investment policies and practices. Ethical Screening can help you meet those expectations.

We have worked with charities for more than 20 years and our wide experience with boards, trustees and investment managers, enables us to help build charity profiles that donors and beneficiaries can continue to trust and support.

We can help you:

  • Clarify why you are considering ethical investment
  • Identify conflicts with your charitable aims and objects in existing portfolios
  • Work with your investment manager to ensure your policy is implemented
  • Regularly review your policies and portfolio to ensure your expectations are being met


If you are a charity trustee or finance manager and are concerned that the activities of companies with which you associate might conflict with your charitable aims, please get in touch to discuss how we can help you protect your values and reputation.



Charities using our services include:












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