How many charities have an ethical policy?
A significant proportion of the charities managed by Quilter Cheviot have an ethical policy applied to their portfolio. Therefore, we are well versed in integrating ethical policies into our investment process. In order to complement our investment managers’ knowledge in this area we employ an independent specialist firm (Ethical Screening Company) to screen the securities researched by our analysts and advise which ones should be excluded given their exposure to sectors or activities which clients wish to avoid.
How to apply restrictions to the portfolio?
What if the charity invests in collective vehicles?
How does it affect portfolio construction?
Will it impact the investment performance?
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