Intentional Investing, published by ACF and sponsored by Cazenove Charities looks at whether and how charity investors might reflect their organisation’s aims, values, or wider social goals into their investment practice.
Written by Richard Jenkins and Kate Rogers, the report examines current responsible and ethical investment practice, drawing on the results of the biggest survey of its kind into the behaviours of charity investors.
On the basis that only the trustee board can decide what is right for a charity, the report identifies the key questions trustees might consider to discover what is best in their context.
This report also investigates:
- the impact of such responsible and ethical investment policies on long term investment returns; and
- the principles, practicalities and pitfalls of reflecting your charity's values and aims in your investments.