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How EIRIS Can Help Charity Trustees (and their fund managers)

Charities are turning to ethical investment to avoid conflict with their objectives and to deliver a positive message to both staff and the public.

When your organisation adopts an ethical investment policy, you may be able to further the aims of your charity by putting pressure on the companies in which you invest.

EIRIS is one of the largest and most experienced ethical investment research organisations in the UK. We do not provide legal or financial advice but we do have more than 20 years? experience in helping people invest according to their principles or concerns. Our research measures companies against more than 200 environmental and social benchmarks.

We can help you:

► examine your current portfolio and identify ways in which it can be improved to reflect more closely the aims of your charity

► implement an ethical investment policy based on negative criteria, or on a combination of positive and negative criteria

► monitor the social and environmental performance of the portfolio over time

► gain more detailed information on individual companies by providing EIRIS company reports

► liaise with companies on social and environmental issues of concern to your charity

► give clear instructions to your fund manager - on which companies should be avoided, for example

► screen corporate donors to check their activities do not conflict with your charity's aims

► establish which issues are of greatest concern to your donors

► determine when and how to update the ethical investment policy of the fund

► communicate the policy of your charity or church effectively

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"EIRIS has pioneered objective assessment of ethical investment and it offers an invaluable service to all, whether corporations or individuals, who wish to take ethical considerations into account when investing, as well as financial ones"

The Rt. Reverend Richard Harries, The Bishop of Oxford.

"Every company in every industry leaves its mark on the environment. EIRIS is helping the RSPB to work with those who are striving to keep that mark to a minimum".

Alan Sharpe, Director of Finance and IT, The Royal Society for the Protection of Birds.

   

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