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.

  • 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.
  • 10 May 2019 

    When will Green be the New Black?

    By Euan Ker. Environmental issues are certainly en vogue. Eco-movements have sprung up to challenge the environmental impact of certain industries and whether they want to or not, companies are now competing to show consumers exactly how sustainable their operations are.
  • 2 May 2019 

    Three ways to tackle climate change with your investments

    Kate Rogers, Head of Policy. Investors can be a powerful force in helping tackle some of the world's greatest problems, including climate change.
  • 30 April 2019 

    Social investment: matching strategies to investors' goals

    There is still a relatively low level of awareness of social investment, both in terms of identifying investor goals and the solutions available to meet those goals. The research presented here sheds some light on why this may be.
  • 30 April 2019 

    Climate change and the energy transition, a view from the USA

    Ben McEwen, Climate Active Analyst. While the current US administration has made its perspective on climate change clear, climate change itself has ignored this perspective.
  • 26 April 2019 

    The power of perception: The sustainability survey results

    By Craig Bonthron. I always try to be wary of biases (especially my own) and one thing I have noticed over the three years co-managing and marketing our strategy is that sustainability is an emotional subject. And emotion increases the likelihood of bias.
  • 12 April 2019 

    “Cel-E-brate Green Times, Come on!”

    Audrey Ryan. There’s been major nail-biting moments in the financial world, but there’s also been a lot of positive progression, with finance as well as other industries like pharmaceuticals and technology.
  • 27 March 2019 

    The material consequences of choosing sustainable fashion

    Daniel McFetrich, Global Sector Specialist – Industrials, Schroders. More and more consumers are voting with their wallets to demand more sustainable textiles. The shift has huge implications for one of the planet’s largest industries.
  • 19 March 2019 

    Social Capitalism: Taking a wider view of national progress

    Research Institute, Aberdeen Standard Investments. The need for high quality primary research has never been greater. The world, the financial markets and our industry are confronting political, regulatory and other structural challenges. Understanding the impact of these challenges is critical to our understanding of the investment landscape.
  • 18 March 2019 

    Renewable energy - powering your returns

    Nick Edwardson, Product Specialist, Multi-Asset Investing. The 2019 PLSA Investment Conference in Edinburgh on 6-8 March was attended by over 1,000 pension scheme managers, trustees, consultants and asset managers. Kames Capital’s Nick Edwardson presented on renewable energy, an alternative asset class which has made a significant contribution to the risk-adjusted returns of our multi-asset funds. In this paper we summarise our presentation and discuss how we believe renewables can power your returns.

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
Manage your charity

Manage your charity’s investments

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

Reviewing your portfolio