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Charities & Trusts

For more than 20 years, our dedicated staff have been working with charities of all sizes to create ethically screened partnerships and investment strategies that trustees, donors and beneficiaries can support and believe in.

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 while complying with the Charity Commission's guidelines on the extent to which such policies can accommodate ethical considerations.

We have wide experience of working with boards, trustees and charity investment managers to facilitate ethical, responsible and sustainable investment processes. We can help you:

  • Clarify why your charity is considering ethical investment;
  • Develop an ethical investment policy;
  • Review existing investments to identify possible conflicts with your charitable aims and objects;
  • Work with your investment manager to ensure the policy is implemented;
  • Review your policies and portfolio on an on-going basis to ensure your expectations are being met.

For more information about our services, please contact us.