Charity News: Responsible investment

Responsible investment

Last year CCEW undertook a ‘listening exercise’ seeking views on the adequacy of its guidance for trustees on responsible investment, the alignment of a charity’s investment policy with its mission and purpose. This exercise highlighted a number of technical and practical barriers to responsible investment, such as the apparent need for trustees to prioritise financial return over any other considerations.

CCEW has now advised that they plan to publish draft guidance on investing responsibly later this Spring that will help enable trustees to feel more confident when choosing to invest in line with their charity’s purpose and remain accountable to their funders and the public at large. Following public consultation they hope to be able to finalise the guidance over the course of the summer.

Guidance: www.bit.ly/3qY5pce

Our full Charity Newsletter can be found here.

For more information on our charity services please visit our website or contact Frank Harling on 01932 830664 or charities@wardwilliams.co.uk

About the author

Frank manages a portfolio of both audit and non-audit clients in a range of different sectors and industries, as well as assisting with the running of the corporate services department. He has extensive experience of providing Audit, Accounts preparation, Corporation Tax, VAT, CIS and Payroll. Frank also holds a solid experience with regards accounting and audit in a number of specialist areas, including charities, solicitors and pension schemes.

frank.harling@wardwilliams.co.uk

01895 236335