Step 1: Gather information
The first step is to gather information about
1. Responsible Investment
2. your charity’s current investments
1. Responsible Investment
It is important to gather information that will answer the initial questions of trustees when it is first discussed at trustee meetings. This could include:
What is responsible investment?
Why should we invest responsibly?
How will it affect the financial performance of our investments?
Are we allowed to do it?
The glossary section of this website can help you understand the terminology.
2. Your charity’s current investments
It is also important to understand your starting point, reviewing your charity’s current position and resources. You may wish to investigate:
- your current investment policy
- the size of investments
- where assets are invested
- whether any social, environmental or ethical issues are currently incorporated into investments
- • whether the charity’s governing document includes any restrictions on investments
- • the expertise available from staff and trustees
- who are your fund managers and what competencies can they offer
- • what other charities (especially peers) are doing
