Fund manager news

SUSTAINABLE CHARITY INVESTING

Sustainable investing takes a long-term approach and incorporates environmental, social and governance (ESG) factors into your investment decisions.

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

HELPING CHARITIES TO INVEST FOR 90 YEARS

We use our expertise to source articles and opinions that take a critical look at the investments market. These articles, provided by leading experts, offer insight into the state of the investments market for charities, plus what to look out for.

Please note
: The views and opinions expressed in these articles are those of the authors, and do not necessarily reflect CAF’s views.

  • 8 July 2019 

    Burning ambition: The price of tackling climate change

    Simon Webber, Lead Portfolio Manager, Schroders. Europe wants to become a zero-emissions economy by 2050. To remain competitive, new green border taxes may be inevitable.
  • 4 July 2019 

    China's green electricity revolution

    Ben McEwen, Climate Active Analyst. China’s going need a lot more electricity. The good news is that this boosts the renewables sector and other potentially fast growing opportunities. The bad news is that Chinese companies remain hard to invest in, chiefly because they fail to achieve levels of governance we would find acceptable.
  • 28 June 2019 

    Tipping points

    Ryan Smith, Head of ESG Research. The direction of travel of greenhouse gas emissions is far from good – even BP agree! Which means that the longer governments delay, the more forceful and urgent the policy response needs to be.
  • 17 June 2019 

    Investors should note the approaching tipping point for renewable energy

    By Simon Webber, Lead Portfolio Manager, Schroders. Renewable energy may soon put downward, not upward, pressure on energy prices, prompting a much faster move away from fossil fuels.
  • 10 June 2019 

    50 terms every sustainable investor should understand

    By the Sustainable Investment Team, Schroders. Here’s a glossary of the key terms every sustainable investor, or anyone new to the field, needs to know.
  • 4 June 2019 

    "We want to invest responsibly, but a legal ruling could restrict our freedom"

    A recent call for charities to be compelled to align their investments with their objectives has had a mixed response. Cazenove Charities convened a panel of experts to discuss the issues.
  • 24 May 2019 

    Can technology disrupt and democratise drug development?

    Craig Bonthron. Pharmaceutical research and development is critical and offers health and hope to millions…. but it’s very expensive. A Deloitte study from 2018 reported that the cost to develop a new drug from discovery to launch ranges from $1bn to $4bn (average about $2.2bn) and this has been rising ahead of inflation for decades.
  • 23 May 2019 

    Tackling the real investment issues

    Martin Gilbert, CEO. Daily newsfeeds distract us from slower-burn but no less important challenges facing investors. Asset managers and advisers have a vital role to play in identifying and responding to the issues that really matter.
  • 20 May 2019 

    Can Amazon really be a climate change champion?

    Simon Webber, Lead Portfolio Manager, Schroders. The e-commerce giant has a chequered history when it comes to climate change, but recent steps towards carbon reduction mean we see it as a future force for good.
  • 17 May 2019 

    Does Sustainable Growth Drive You Crazy?

    By Craig Bonthron. A lot of investment value can be captured when evidence of advantage is just beginning to emerge.  This often arises around new innovation (technology and / or business models) which addresses an emerging scarcity.

EXPLORE THE INVESTMENT KNOWLEDGE CENTRE

Why do charities invest?

Making the most of your charity’s funds is one of the biggest responsibilities you face.

Is investing right for your charity?

Plan your charity’s investments

Once you’ve made the decision to invest, how do you research investment options?

Understanding investment choices
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Manage your charity’s investments

How can you make sure that you’re getting the best from your investments?

Reviewing your portfolio