The journey towards responsible investing is more than a trend. It's a fundamental shift in how investors evaluate the impact of corporate governance, the environment, and social factors on their investments. Building a portfolio that reflects an investor’s commitment to ethical principles and long-term sustainability whilst generating stable returns can be challenging.
For many not-for-profit investors, the alignment of investments with organisational missions and values is not just preferable, it is a responsibility.
This six-step guide equips not-for-profit Boards and their Investment Committees with a framework to navigate this complex landscape. From understanding the spectrum of responsible investment strategies to leveraging the latest analytical tools and frameworks, this guide explores the elements that constitute a robust responsible investment portfolio.