Events

Please visit this website again in the future for information on forthcoming events.

Past Events

NGO Roundtable Forum - How to work with investors

Pooled Funds: The Opportunities for Responsible Investment

Investing for Impact in Developing Countries

Understanding Financial risk - environmental, social and governance risks in investments

Opportunities for Green Investments

Responsible Investment for Charities

 

NGO Roundtable Forum - How to work with investors

Tuesday 29 November 2011, 9.30 - 5.30 pm

Convened by the EIRIS Foundation, this one-day free forum helped NGOs to share with, and learn from, peers about effective campaign tactics to influence corporate behaviour through investment.

It aimed to explore how NGOs can influence companies, either through their own investments, or through motivating their supporters to use their investments to this effect.

It was primarily for representatives from development-focussed charities. To view a summary of thoughts from the forum please click here.

 

Pooled Funds the Opportunities for Responsible Investment

Tuesday 1st of December 2009, 9.00am to 12.00pm

This seminar explored the current opportunities for charities and foundations to invest in line with their mission whilst investing in pooled investment funds.

Rt Revd Richard Harries, former Bishop of Oxford introduced the event remarking on the increased uptaket in responsible investment by charities over recent years

Stephen Roberts, Charity Commission discussed current investment guidance for charities (CC14) as well as what this means for charities that are interested in investing their assets in a socially responsible way

Jeremy Sherwood, HM Treasury presented an update on the ongoing consultation on changes to the regulation of charity pooled funds

Stephen Hine, EIRIS Foundation presented the key findings from research carried out by the EIRIS Foundation into current opportunities for charities to invest responsibly in pooled investment funds.

Helen Wildsmith, CCLA presented the results of their recent client survey into the responsible investment interests and demands of charities as well as how these findings have been able to be integrated into their pooled funds.

David Docherty, Cazenove Capital presented on the responsible investment approach of their pooled funds as well as how they have been able to action this through screening and engagement

For more information visit the Cazenove Capital website

Bill Seddon, Epworth discussed the responsible investment approach of their pooled funds including how Epworth have incorporated both negative and positive screens into their investment practices as well as responded to client demands through engagement.


Investing for Impact in Developing Countries
Using investments for social and financial gain

Wednesday 16th September 2009 2.30 to 5.00pm

This seminar explored how investments can be made responsibly in developing countries – through equity investments and products such as microfinance and immunisation bonds – to generate a social and financial return.

Dan Siddy, Director of Delsus Limited, provided an overview of responsible investment in developing countries and the options for considering environmental social and governance factors in public and private equity investments.

Click here to download presentation

Helena Viñes Fiestas, Policy Adviser at Oxfam, talked about the latest findings of Oxfam’s Better Returns in a Better World programme and the relevance of poverty alleviation in investment decisions.

Click here to download presentation

Marilou van Golstein Brouwers, Managing Director of Triodos Investment Management BV explained how microfinance enables investors to support micro entrepreneurs in developing countries and how it works in practice at Triodos.

For more information visit the Triodos website

Dr Alan Gillespie, Chair of IFFIm (International Finance Facility for Immunisation), described how IFFIm and the World Bank raise funds for GAVI immunisation programmes in 70 developing countries by issuing bonds in the capital markets.

Click here to download presentation

 

Understanding Financial risk - a seminar for trusts and foundations exploring environmental, social and governance risks in investments

Monday 18th May 2009, 3-5pm, London

This seminar explored environmental, social and governance (ESG) risks and opportunities for trusts and foundations. It looked at the financial relevance of ESG factors and the practical implications for foundation investors.

Speakers included

Download presentation: An overview of responsible investment -Sam Collin, EIRIS Foundation

 

Opportunities for Green Investments
Monday 17th November 2008

This seminar explored the opportunities and trends in environmentally responsible investment. The event covered a range of issues including:

  • What is the state of company practice on the environment?
  • What environmental issues can be considered in investments?
  • What are the opportunities for investing in green sectors?
  • How does all of this fit with fiduciary duty and the need for good financial performance?
  • What are other charity investors doing?

Speakers included:

  • Jo Allen, Co-operative Asset Management
  • Adrian Cornwall, Impax Asset Management
  • Bob Gordon, EIRIS
  • Les Jones, Charity trustee and consultant
  • Ian Allsop, Charity Finance


Download presentations

Download handouts - a guide to responsible investment

An Introduction to Ethical Investment for Charities
30th June and 10th July 2008

These workshops, held in Birmingham and Manchester provided charity participants with information and resources on ethical investment, what it is, the legal and financial issues, how to develop a policy and how to find ethical investments.

Download presentation

 

Responsible Investment for Charities
Thursday 27th March 2008

This seminar, organised by the EIRIS/UKSIF Charity Project with Charity Trustee Networks, covered the key issues and opportunities for charities in relation to responsible investment. It included presentations from:

  • Charity Commission
  • Charity Trustee Networks
  • EIRIS /UKSIF Charity Project
  • Friends Provident Charitable Foundation
  • Rathbone Greenbank Investments
  • Tubney Charitable Trust
  • UK Social Investment Forum

To download a copy of the key presentations please click here.

For details of future events please sign up to receive the Charity SRI newsletter (on the right of this screen)

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