WHAT SHOULD TRUSTEES CONSIDER?
Trustees have a duty to maximise financial returns on behalf of their beneficiaries, as long as their investments don’t harm those they aim to help. And with growing evidence that ethical funds can match or outperform mainstream funds in the long term, a number of charities are reviewing where they place their money.
To safeguard their reputation, charity trustees should weigh up whether their investment policy matches their mission and whether an ethical fund could match their donors' expectations.