Socially Responsible Investing

Socially Responsible Investment (SRI) policies are considered by many charities to be part of a good risk management strategy in order to avoid negative publicity and other damaging consequences of investments considered unethical.

As part of our investment review, we will help you identify the elements you should consider when defining the ethical criteria to include in a SRI policy, enabling you to align your charity's investments with its mission, goals and vision.

We believe that investing ethically does not mean that you have to sacrifice investment performance. By working closely with you and your trustees we can help you create an overall investment strategy that balances your need to seek the best return from your investments with any ethical restrictions or conflicts that are identified.