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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.

  • 25 October 2019 

    Correlated Confusion

    Euan Ker. Edinburgh was host to the Ethical Finance Conference last week where Nicola Sturgeon, Craig Bonthron and other famous names presented. One of the panels discussed ESG data issues and the misconceptions that the market has with ESG rating agencies. I found one point particularly interesting, around ESG rating correlations.
  • 18 October 2019 

    Line of fire

    How universities are tackling the fossil-fuel investment debate.
  • 18 October 2019 

    Where on earth are all the e-buses??

    Euan Ker. That’s not a rhetorical question; of the 425,000 electric buses worldwide at the beginning of the year, 421,000 were in China.
  • 14 October 2019 

    Disruption from climate change is only just beginning for investors

    Simon Webber, Lead Portfolio Manager, Schroders. We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.
  • 5 October 2019 

    Burning issues

    2019 Newton Charity Investment Survey. Thanks to the input of respected UK charitable sector leaders, the Newton Charity Investment Survey has delivered six years of unique industry insight and trend comparisons.
  • 3 October 2019 

    Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?

    Belinda Gan, Investment Director, Global Sustainability. Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.
  • 2 October 2019 

    Eden bonds: Can money grow on trees?

    Henry Boucher, Partner, Deputy CIO. Issuing government bonds linked to re-wilded land could create massive environmental benefits
  • 20 September 2019 

    Asia set to become sustainable investment hub

    The region presents investors with a growing range of opportunities to generate positive returns and have a positive impact on the planet at the same time.
  • 20 September 2019 

    #ClimateCrisis/GDP=#DIV/0!

    Craig Bonthron, Investment Manager. Today we’re witnessing a global Climate Strike led primarily by children because – according to science – the future of our planet is in peril. So it’s probably a good time to ask why most of us are willing to carry on our daily lives as normal. I don’t mean to be melodramatic here… it’s a genuine question. We are all guilty parties and my behaviours are probably no better than the average developed market human (i.e. bad).
  • 16 August 2019 

    Diluted Disclosures

    By Jonathan Parsons. Xylem (the company that is), says its mission is to solve water problems globally. They transport, treat and test water for government, municipal and industrial businesses. The name Xylem then, seems perfectly apt to us.

EXPLORE THE INVESTMENT KNOWLEDGE CENTRE

Why do charities invest?

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?
Couple planning where to go

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