ESG Review
Understand how your investments align with your charity’s values.
Do you know where your charity’s money is really invested?
Not-for-profit organisations want to invest responsibly, and stakeholders expect them to consider environmental, social and governance (ESG) issues fully.
That means avoiding exposure to companies or sectors that conflict with your charity’s values. But in complex markets, getting it right isn’t always easy.
Our affordable ESG Review:
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Analyses your holdings for risk, responsibility and alignment with your mission;
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Gives you a clear, actionable report; and
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Highlights potential concerns, so you can work with your investment manager to address them.
Get in touch, and we’ll help you check your investments through an ESG lens.
If charities get responsible investing wrong, they risk reputational damage and loss of trust. But our ESG Review helps prevent that, supporting better decision-making and giving you confidence that your capital is invested where you want it to be.