EIRIS Foundation Charity Project

The Project promotes awareness of ethical and socially responsible investment amongst charities and their trustees and assists them in developing and implementing a responsible investment approach. It does this through the provision of free resources including education, research and events on responsible investment.

Charity SRI

www.charitysri.org is a free online resource to assist charities wishing to align their investments with their mission. It provides clear, accessible and comprehensive information on why and how to invest ethically – providing simple step-by-step guidance on the approaches, issues and options available, including:

  • How to adopt ethical or socially responsible investment (SRI)
  • Social, environmental and ethical issues
  • The types of investments available
  • The legal context
  • Financial performance
  • Information on responsible investment products and services

Charity Project guides and resources

The Responsible Investment Approaches of Common Investment Funds (CIFs)
This guide helps charities understand the underlying approaches of CIFs and how their fund managers address social, environmental and ethical issues through the investment process. The guide also briefly looks at responsible investment options available to charities through investing in other pooled funds.

  

Responsible Investment Approaches to Non-Equity Investments: An Introduction for Charity Trustees
This guide provides an introduction to the growing range of responsible investment opportunities for charities. It describes responsible investment issues, approaches and options in asset classes such as property, private equity, bonds, cash deposits and hedge funds.

 

Investing Responsibly: A Practical Introduction for Charity Trustees
Produced in collaboration with NCVO, this toolkit provides charity staff and trustees with a general introduction to issues of responsible investment and includes a step-by-step guide to developing a responsible investment approach.

 

To find out more about the work of the EIRIS Foundation Charity Project please contact Mark Robertson the 020 7840 5741 email charitysri@eiris.org

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News & events

  • EIRIS recommends governance steps to tackle investor concerns at Vedanta 22/07/2010

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  • Johannesburg Stock Exchange & EIRIS appoint South African research partner for 2010 SRI index review 06/07/2010

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  • EIRIS report reveals €1.2tn of unmanaged climate change risks amongst Europe's top companies 24/06/2010

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