Finding funds and fund managers
A crucial part of implementing Responsible Investment is the decision over which fund manager to select. It is important to find a fund manager that can meet your needs - whether this is through managing a segregated portfolio or through pooled investments. This may not involve changing your current fund manager, but it is important to discover the extent of their expertise in SRI and how this meets your needs.
It is important to be clear about your social, environmental and ethical objectives as well as your financial goals, when approaching and working with fund managers.
The How to select a fund manager section provides suggestions of the Responsible Investment issues you may wish to raise with fund managers when making a decision on who to work with.
The Database of funds and fund managers provides details of the SRI services available to charities. It enables you to search for fund managers providing segregated management or pooled funds that fit with the amount you have to invest. It provides details of the methodology used to incorporate social, environmental and ethical issues into investment processes and contact details for further information.
