Keeping charity investments in line with charity mission

The Association of Charitable Foundations and Cazenove Charities has published a report which looks at “whether and how charity investors might reflect their organisation’s aims, values, or wider social goals into their investment practice”.

As reported by Civil Society News, research has found that the number of charities who manage investments in line with their mission has substantially increased in the last five years – up to 59 per cent from 23 per cent of those surveyed.

The report points out that only the charity trustees can decide what is right for a particular organisation, and identifies key questions to consider. Download ‘Intentional Investment: The Principles, Practicalities and Pitfalls’ (pdf, 403KB) from Cazenove website.