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Responsible Investing - Charity Ethical Money Action Plan
1.
What organisation do you work at?
2.
What is your job title?
3.
Portfolio & Products: Do you have a responsible investment policy that has been signed off by your trustee board?
Yes
Yes, but not signed off by Board
No
4.
If yes, would you be able to share it with us?
5.
If applicable, do you ensure that your responsible investment policy has been integrated by your investment managers and have you researched their ESG credentials more generally?
Yes
No
Other feedback/clarification
6.
Are you clear about who in your organisation is responsible for ensuring your policy is implemented?
Yes
No
N/A
Other clarification
7.
Have you extended your responsible investment considerations to your choice of other financial products such as your bank account, credit card and/or insurance policies?
Yes
No
If yes, please specify
8.
Pensions: Have you researched the Responsible investing approach and ESG credentials of your pension fund/s?
Yes
No
Other clarifications
9.
If your default fund does not incorporate ethical investment considerations, are your employees given an ethical self-select pension fund option?
Yes
No
10.
People: Have you communicated your Responsible investment policy and position on other financial products to your employees and supporters/members?
Yes
No
Other clarifications
11.
Do you encourage your employees and supporters/members to consider how to support your mission through their own financial decisions?
Yes
No
Other clarifications
12.
Partnerships: Do you have a written ethical sponsorship or donations policy with regards to your criteria for corporate or other sponsorships and donations?
Yes
No
if yes, could you share it with us?
13.
Are you signatories of the UN-backed Principles for Responsible Investment, or any other collaborative responsible investing groups?
Yes
No
If yes, please specify
14.
Are you involved in any engagements (collaborative or otherwise) aimed at improving corporate behaviour or influencing responsible investment and business practice in some way?
Yes
No
If yes, please specify
15.
Across all the issues we’ve asked you about, what do you see as the most important actions to advance your charity’s mission?
16.
Thinking about the issues you have identified, what are the biggest challenges you face in moving forward?
17.
Are there particular sorts of help that you would value, either from the EIRIS Foundation or others?
Current Progress,
0 of 17 answered
