Our not-for-profit clients have relied on us for decades to generate a financial return to enable their good work, and to do so in a way that is aligned with their values.
We are the guardians, not the owners, of the assets that we manage. By investing in a way that we believe is aligned with our clients we are better able to meet their objectives and offer more than just a financial return. Accordingly, we have a responsibility to:
Our pooled funds for churches and charities are managed in accordance with values-based investment policies. These restrict investment in companies and sectors that most clearly contradict the missions of the underlying investors.
For our CBF Church of England Funds, the fund's policies are set by CCLA and are grounded in the advice created by the Church of England’s Ethical Investment Advisory Group.
You can find the values-based investment policy for each fund in its scheme information, scheme particulars or prospectus.
We periodically consult with and survey our not-for-profit clients to ensure that our investment products continue to align with their values. These consultations and surveys aim to establish how clients’ views have changed and evolved, particularly in terms of what constitutes 'Good Investment'.
We use this research to identify clients’ wider priorities, to assess customer satisfaction, and to assess whether the global environmental, social and governmental interventions and the systemic progress it is pushing for are aligned with our clients' values.