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.

  • 26 November 2018 

    Considering ESG for Emerging Market Sovereigns

    A country’s creditworthiness is fundamentally dependent on its competitiveness and ability to sustain economic growth over the long term. To assess this, investors traditionally look at a range of macroeconomic variables, including public debt, inflation, fiscal deficits and current account balances.
  • 14 November 2018 

    The affordable housing conundrum

    By Iain Buckle. Development of new council housing has fallen off a cliff over the last half century. Last year there were 1,155,285 households on local authorities’ housing waiting lists in England alone.
  • 29 October 2018 

    Women, ESG and Investing

    Our research identifies today’s working women as lead decision-makers and money managers, conscientiously engaged in managing money for themselves and their families. It also highlights a keen interest in the way in which environmental, social and governance (ESG) issues impact on their lives and their finances.
  • 11 October 2018 

    Could an ESG screen dilute your ESG alpha?

    Craig Bonthron. Would you be worried if your doctor – during a routine examination – confessed that she wasn’t an expert in legal matters, and that she couldn’t do your tax return? Given that this lack of knowledge shouldn’t affect her medical diagnosis, I’d expect not. Whilst lawyers and tax accountants have their place, (thankfully) they are not always important.
  • 2 October 2018 

    Pack it in

    Euan Ker. Growing public alarm about plastic pollution has provoked a war on packaging. What began as a simple concern for the environment has matured into widespread apprehension. Younger generations realise they will have to pick up the pieces of our obsession with single-use plastics.
  • 1 October 2018 

    Why has ethical and sustainable investing become so important?

    This week is Good Money Week – every year the campaign raises awareness of sustainable, responsible and ethical finance. Sustainable and responsible investing has become increasingly popular in recent years since people have started to see the effects that they and the companies they invest in can have on the world. In this article we look at how it works.
  • 18 September 2018 

    Witness the PHITness

    By Craig Bonthron. On 12 July 2018, the ‘Ways and Means’ US tax writing committee passed a bill 28-7 that would allow the cost of gym memberships and exercise equipment to be treated as a medical expense, paid for with an HSA (Health Savings Account). A few days later it received further bi-partisan support in the House of Representatives where it passed 277-142. It now awaits final confirmation from the Senate to become law.
  • 12 September 2018 

    Gender Diversity: an economic and strategic imperative

    By Deborah Gilshan, Environmental, Social and Governance Investment Director. The economic case for gender balance is strong, but to achieve that balance it is necessary to identify the key drivers of the economic empowerment of women. Companies can contribute actively by adapting their business culture and practices accordingly.
  • 3 September 2018 

    ESG in passive: let the buyer beware

    By Ovidiu Patrascu, Sustainable Investment Analyst, Schroders. Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance (ESG) principles?

  • 1 September 2018 

    A sustainable approach to multi-asset investing

    Catherine Doyle, investment specialist on our Real Return team, asks Philip Shucksmith, co-lead manager of the Newton Sustainable Real Return Fund, to comment on the growing interest in sustainable investing.

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

Reviewing your portfolio