Discussions usually start when trustee boards are formulating or reviewing their investment policy. Whether a charity wishes to exclude certain sectors or not, it is helpful to understand the ethos and values that the charity stands for and how these might be implemented.
Any policy should be applied across all the activities of an organisation not just the investments. The policy should be clearly thought through (including the practical implementation) and communicated through-out the whole organisation. Any discussion must be focused on the charity’s interests and tie into the values of the organisation. A well thought out policy will help protect the organisation against adverse publicity and reputational damage even if it is just explaining why you have no specific policy.
Our role as an investment manager is to assist trustees and senior management by helping to identify the issues that need to be focused on, ensuring everyone understand the legal position and guidance given by their regulator and the practicalities of implementation.
For more information please read our guide to defining an ethical policy.Case study
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