ShareAction is a UK registered charity (1117244) and company limited by guarantee (5013662). We are governed by diverse board of trustees. Our Board is held to account by our member organisations.
Annual Review 2016
Welcome to our annual review for 2016. Our mission is to unleash the positive potential of the investment system. This year at ShareAction we’ve witnessed repeatedly the power that comes from aligning allies inside the investment system with advocates for change who operate outside it.
Strategic framework 2016-2021
ShareAction exists to catalyse an investment system that truly serves savers, benefits communities and protects our environment for the long term. In 2015 we became ten years old. This document sets out our ambitions and approach for the period to 2021.
ShareAction will not seek or accept funds from listed companies or from any for-profit investment firms.
We will sometimes accept, and are grateful for, support in kind from commercial entities in the form of venues for events. This form of support will be accepted only where it clearly furthers the charitable aims of the organisation (for example hosting a training or seminar on responsible investment).
All funding received by the organisation, including in-kind support, will be publicly disclosed on our website. With the informed consent of the donor, we will also disclose on our website any individual donation over £2500.
We welcome not-for-profit asset owners becoming paying members of investor networks that work collaboratively on responsible investment projects and are serviced by ShareAction. The sole purpose of such networks is to improve those investors’ performance and impacts as responsible investors. For the avoidance of doubt, membership of ShareAction is only open to not-for-profit civil society organisations. These members have voting rights and elect the board of trustees.
Our policy on ethical funding does not preclude ShareAction from receiving fees for conferences or specialized training.
This policy and its implementation is subject to trustee oversight and will be reviewed annually by the board of trustees’ Governance and Risk Committee.