Socially Responsible Investment (SRI)

Socially Responsible Investment (SRI)

The Charity Commission defines ethical, or socially responsible, investment as investment in the ordinary, financial sense, which recognises that: a Charity cannot be expected to select investments that are in obvious contradiction of its mission; and a Charity can discriminate against, or in favour of, a particular investment or class of investment, if its Trustees reasonably believe that it is in the Charity's best interests to do so (e.g. in order to avoid donor alienation). If this discrimination involves the risk of significant economic detriment to the Charity, the Trustees need to be sure that donor alienation presents a more serious economic risk.

In view of increasing concerns and awareness of ethical issues, Charles Stanley utilises the services of Ethical Screening, the ethical research provider, thereby enabling us to provide you with a completely bespoke, socially responsible investment service.

The ethical screening process is in addition to the financial analysis that occurs as part of normal investment procedures. Screening excludes from investment those companies whose activities conflict with a chosen set of criteria for the individual Charity, whilst at the same time identifying for possible investment those companies whose activities do not conflict with its ethical concerns.

Contact the Charities Team