We exist to make investment a force for good. Our vision is of an investment system that truly serves savers and communities, and protects our environment for the long term.
We’re working towards a system in which long-term thinking is recognised as the best way to guarantee healthy returns. We believe that anyone can play a part in changing the investment system for good.
We’re a charity that has spent the last 12 years building the movement for responsible investment. We’re now taking the movement worldwide, to transform the investment system and unlock its potential to be a force for good.
Why we do what we do
Money makes the world go round.
£50 trillion of it is invested in the companies that we buy from, that employ us, and that shape the world we live in.
A lot of this money belongs to ordinary people and we all have a stake in the way that it is spent.
But; many of the decisions on how it is invested are made behind closed doors.
We believe that the investment system can be a force for good. But only if these decisions are made openly and with more than short term profit in mind.
The change we want to see
A responsible investment system will look different from the system we see today. It will be geared towards the long-term interests of savers, society, and the environment and will be recognisable for the following features:
- Transparent, meaning people with assets in the investment system, including pension savers, can see where and how their money is put to work across the world. The impacts of investments as well as financial returns will be measured, managed, and reported and all of the players in the system will have clear roles and accountabilities.
- Accountable, meaning people with assets in the system have a voice in the system, with the right to influence what happens to their money and to question those making decisions on their behalf.
- Delivering sustainable economic and human development, meaning institutional investors will allocate and steward capital with a focus on achieving good financial returns over the long-term whilst delivering positive social and environmental impacts through the businesses they invest in.
- Delivering value for money, meaning the investment industry charges no more than is necessary to invest well on behalf of those who entrust assets to the system.
Our theory of change
We believe a dynamic movement of people committed to change, including people working inside and people on the outside of the investment system, is a pre-requisite for progress towards a truly responsible system.
Our movement demands reform in the ways large investors make decisions and account for them. This in turn helps to unlock more enlightened investor dialogue with underlying companies. ShareAction’s demand for a legal framework that gives citizens’ rights to information about where and how their assets are invested is designed to achieve a virtuous circle in which people can see what happens to their money and become more engaged with the workings of the investment system.
All of the above is needed if we are to unlock the immense power vested in the capital markets so that companies operate sustainably and responsibly.
ShareAction’s way of delivering impact involves three mutually reinforcing elements that are woven into all our programmes. To bring about the change we want to see we are:
- Building a movement for responsible investment;
- Reforming the rules, governance, and incentives inside the investment system; and
- Unlocking the power of investors to catalyse positive social and environmental change.
ShareAction grew out of a campaign by People & Planet that helped Britain’s largest single pension scheme adopt a responsible investment policy.
Civil Society helped us set up as FairPensions. We made our name ranking big UK pension funds on responsible investment.
Over time, we added more strings to our bow. We’ve called for change on important issues. We’ve shaped public policy. And we’ve built a diverse movement of savers and investors.
We’ve done a huge amount, but there’s a long way to go. Join the movement and help us transform the investment system.
Meet our dynamic and dedicated team working to make the investment system a force for good. They are overseen by a Board of Trustees. Our interns are paid a London Living Wage.
- AGM Activism
- Climate change
- Food & Health
- Good work
- Investor engagement
Passionate about doing something for the community utilising my skills and experience of the finance field. I have over five years of experience in fixed income and the money market with a successful finance team and have been working with non profit organisations for the past few years with my most recent experience being a finance officer. I joined the team in November 2019 and lead ShareAction’s financial transactions and produce the management accounts. When not working, I love to watch cricket and movies.
Aileen is passionate about food sustainability and nutrition and has worked on sustainable diets and food policy for both NGOs and consulting firms. Aileen joined ShareAction in April 2019 to conduct research for the Healthy Markets campaign and the wider Food and Health Programme. In her free time she enjoys going to art exhibitions, making bean-to-bar chocolate, and reading about all things food.
Aine works on the WDI team, engaging institutional investors on the importance of decent workforce practices and developing strategies to improve corporate reporting across direct operations and supply chain. Prior to joining ShareAction she worked as an analyst at a financial research company conducting sector, thematic and event specific research for hedge fund clients. She is passionate about responsible investment and impact.
Alice has over 15 years’ experience as a senior executive and board member in the sustainability space, where she focused in particular on finance, investment and innovative business models across all sectors of the economy. Alice brings to the table a broad systems perspective, having held full time or advisory positions in large mulitnationals, NGOs, ratings agencies, consulting firms, start-ups and multilaterals, working in both the US and Europe on projects with global impact. Notably, Alice was the founding Chief Corporate Responsibility Officer at the AXA Group, where she led the company to a #1 position on global sustainability rankings, thanks largely to a pioneering responsible investment strategy including the landmark decision to divest from coal. Most recently Alice has been using out-of-the-box thinking to help support the launch of disruptive business models because she is convinced that the future of sustainability lies in innovating new products, services and economic models and that the future of innovation lies in solving real world social and environmental challenges.
Amy is a dedicated HR professional who is passionate about ensuring the right staff are in the right roles for the organisation. Since starting in ShareAction in 2014 Amy has been a key player in the improvement of the HR and Operations of the organisation. When not at work Amy can usually be found listening to music and playing Pokemon Go.
Anne-Marie is passionate about responsible investment and following a background in asset management and then education, she joined ShareAction in 2015 as a Senior Analyst and Engagement Officer. As Investor Engagement Manager, she now focuses on engaging with institutional investors, primarily large UK and European asset managers and pension funds across all of ShareAction's initiatives. When not working she can be found dog walking, cooking or at the theatre.
Ashleigh joined ShareAction’s fundraising team in 2019. Before this, she worked at the British Red Cross in their trust & statutory fundraising and grant management teams. Ashleigh is passionate about the charity sector and enjoys raising funds to help its important work go ahead. Outside of work, she enjoys volunteering, books and vegan cooking.
After practising as a lawyer in the City, Bethan joined ShareAction in March 2013 to work on ShareAction's public policy research and advocacy. Bethan leads the teams undertaking our surveys of financial institutions and asking UK policy makers to build a more responsible investment system. Outside work, Bethan enjoys (sometimes) going to the gym, cooking and trying to live more sustainably.
Bethan is on secondment at the Department for Work & Pensions to work on issues related to pension fund investments and climate change. She will be there between June and December 2020 and during that time, she will not be doing work for ShareAction. Please contact Catherine or Fergus if you want to talk about our policy work.
With a keen interest in the field of human rights, Bethany tailored her law degree to the study of international development and humanitarian law, whilst supplementing her learnings with pro bono legal projects and voluntary placements with Oxfam and Hope for Children. Bethany joined the team in June 2020 as an intern and works on company engagement for the Workforce Disclosure Initiative. Outside of work, Bethany spends a lot of time in the great outdoors and has a huge passion for winter sports.
Catherine joined ShareAction as Chief Executive in 2008. ShareAction coordinates civil society activism to promote responsible investment across Europe. She is a board member of the Scott Trust, owner of The Guardian, serving on the Scott Trust’s investment committee. She also serves on HM Treasury’s Asset Management Taskforce. She was a Member Nominated Trustee of The Pensions Trust for five years until Spring 2013. Catherine was recognised by the World Economic Forum as a Young Global Leader in 2014.
Charlotte joined ShareAction in August 2020 as the WDI Research Manager, leading on the development and management of the WDI survey and research relating to workforce topics and corporate reporting. Before joining ShareAction, Charlotte worked for Stonewall where she was responsible for global research projects on responsible business practices, and for the Manushya Foundation in Thailand where she focused on the Thai Government’s National Action Plan on Business and Human Rights. Outside of work, you can find her proselytising about the importance of human rights due diligence or whipping up some hummus in the kitchen.
Charlotte joined ShareAction in June 2019 with 8 years experience working in the charity sector and a background in customer service & facilities. Charlotte spent the last 4 years as Executive Assistant to four Directors of the largest female youth organisation in the UK, working across governance, operations, marketing & communications, property, finance, HR and support services.
Chris is a qualified accountant who has gained experience in the commercial sector and is now enjoying putting his skill to good use at ShareAction, leading the Finance function. As well as adding things up Chris likes going to gigs and photography.
Cleodie joined in January 2021 to support ShareAction’s communications, across digital engagement, media, website and social media. She has worked in policy & public affairs, campaigns and fundraising at two charities, and previously spent a year studying and volunteering in Palestine. Outside of work she’s tied up in mutual aid groups and climate activism, usually found out on the streets or stuck in endless organiser meetings on Zoom.
Conor joined ShareAction in autumn 2020, with past experience in international development, foreign policy and think-tank communications. Excited by the pace of change in the world of sustainable finance, Conor places ShareAction stories in leading media outlets and can usually be found talking to himself while drafting quotes for journalists, or daydreaming about gigs and rock climbing.
David supports our UK Policy outreach, advocating reform of our capital markets to facilitate responsible investment. He joined ShareAction in August 2016 – he first interned in our campaigns team, and later developed an interest in the policy aspect of our work. Prior to this he worked in local government. Outside the office David enjoys grub and pubs.
Debs has worked within the third sector for the majority of her professional life. She has led fundraising and communications teams and has developed and implemented strategies for growth. Debs joined ShareAction in May 2020 and is delighted to have landed her “dream job”, having had a personal interest in ethical and responsible investment since starting her first pension. Debs and her dog Poppy are often in the park running, or more often walking. She loves boutique cinema outings and is a closet fan of Midsommer Murders.
Elaine joined ShareAction in March 2019 as part of the Operations team to support the organisation with general office admin. She has since moved on to the Fundraising team where she is focusing on supporting SA's fundraising efforts. Elaine cares about equality and inclusivity, and is passionate about mental health. If not at work, Elaine's probably getting bullied by her 5-year old nephew... or singing karaoke!
Ellie joined the team in March 2019 to launch ShareAction’s new Food and Health Programme. With a passion for reducing health inequalities, Ellie was drawn to ShareAction by the opportunity to continue a career in public health using the unique model of shareholder activism. As the job title suggests, Ellie loves all things food and exercise. She also spends a lot of time attempting to train her teenage dog Orla – who she assures us will become the new 'office dog' as soon as she’s well behaved enough!
Emma has spent her career working within responsible investment & the financial services sector alongside charities. Emma joined ShareAction in February 2020 as a Network Manager and supports the members of our Charities (CRIN) and Universities (RINU) Responsible Investment Networks. When not working, Emma is kept busy by two young children and enjoys long walks in the great outdoors.
Felix joined ShareAction in 2017 with a passion for using the power of the investment system as a force for good. Working in research you can usually find him head down in a spreadsheet, cackling at his own poorly constructed jokes, or debating the devastating impacts of unmitigated climate change with co-workers. When he's not in the office Felix likes to make beats and take photos of objects in the street.
Fergus has extensive experience in public policy at UK and EU level, advocating for regulatory frameworks that help to create and maintain a sustainable and responsible investment system. He previously worked as Head of Public Policy for the UK Sustainable Investment and Finance Association and in Westminster for a range of MPs during the Coalition Government. Joining in November 2018, Fergus leads on all ShareAction’s UK policy output and engagement with government and regulators.
After 15 years of working in investment banking, Helen decided a change of focus was necessary. She joined the Climate Team in November 2019 and leads on our Investor Decarbonisation Initiative. When not at her desk, Helen will bore everyone senseless with her love of podcasts.
Ignacio joined ShareAction in March 2019 to help establish the new Food & Health team where he leads on strategy and research. Combining a career on policy and campaign development on all aspects food, Ignacio is an optimist who believes that diets that are better for our health and the environment are possible, can be profitable and urgently needed. Ignacio likes talking about food in English, French or Spanish. When not talking, Ignacio is often found watching, analysing and learning about films, his other passion.
Isobel joined ShareAction in September 2018 as an Intern. In her current role, Isobel supports charity and university asset owners to align their investments with their missions and drive positive change through responsible investment. In her spare time, Isobel enjoys all things watersports and is a sailing, windsurfing and stand up paddle boarding instructor.
James joined the Workforce Disclosure Initiative (WDI) team in January 2017. For most of the time since he managed relationships with the institutional investors supporting the programme, ensuring investors make the most of the WDI as a tool to engage with companies and improve disclosure. In May 2020 James became Programme Lead for the WDI. He previously worked for a social finance intermediary, and has been an elected councillor since 2016.
Jana has experience across the sustainability and finance space, with a passion to combine the two in order to help create the world she would like to retire in one day. She joined ShareAction in November 2020, from her previous position as an ESG Analyst at Morgan Stanley. Before that she has worked on Tata’s CSR strategy, in equity research for a London-based hedge fund, and academic research in sustainable finance at HEC Paris. She holds a BSc Accounting and Finance from the London School of Economics and a MSc International Finance from HEC Paris. In her free time, she enjoys hiking, baking, boardgame nights and (as of recently) gardening. She also volunteers for Finance for a Sustainable Future, helping young professionals into sustainable finance careers.
Jeanne joined ShareAction in 2017 as AGM coordinator, and is now a Senior Manager in the Banking Standards team. She can often be seen rallying people for ShareAction's monthly potlucks, a great opportunity for ShareAction's staff members to show off their cooking skills & enjoy delicious food together! When not working, she can usually be found swimming in London Fields Lido, cycling across London or eating cake.
Jo has been working at ShareAction since February 2019, and has been focused on AGM activism and all that surrounds it from the get-go. She runs AGM activism trainings, helps our amazing AGM activists get to AGMs and has a passion for helping all voices be heard. Outside of work, you’ll find Jo either running or reading, as well as growing some of her own food and tending to her very-much-loved collection of plants.
Jodie has spent her career to date developing and streamlining the systems and processes of small charities. Having joined the team in September 2019, she works behind the scenes, managing ShareAction’s CRM, software and programs and finding new solutions to support the charity day-to-day and in new projects and ventures. A fan of any and every type of music, Jodie loves nothing more than to spend her evenings attending gigs and going to festivals.
Jules has had a long and eclectic career that has seen her work in the financial sector, in IT, in academia, and for charities over the course of the last 30 years. She joined ShareAction in September 2018, and has overall responsibility for HR, IT, facilities, governance, risk management, monitoring and evaluation and internal comms. When not working, Jules loves going to the cinema and theatre; she typically spends her holidays hiking in the Alps.
Krystyna joined ShareAction in 2019 to carry out research on how the global financial industry responds (and how it could respond better) to the challenges of the climate crisis and biodiversity loss. Grows restless without a cup of tea in her hand and likes to think she enjoys tending to her plants more than she actually does.
Lauren started at ShareAction in 2016, working on a campaign to use the power of pensions to solve the climate crisis. Three years on Lauren now leads engagement with the UK pension industry, encouraging them to invest with the planet and society in mind as we all want a world in which we can safely retire into. Prior to joining ShareAction Lauren worked in the ESG research team of the stock broker Kepler Cheuvreux. Lauren has also worked with the Plan A sustainability team at Marks & Spencer and the International Institute for Environment and Development. Out of hours Lauren is usually hosting a party where the topic of conversation is only partly pensions. She is also an avid dog lover.
Lily joined ShareAction in April 2018, and manages our Network Team. The team spans ShareAction’s work with individual pension savers and AGM activists, civil society organisations, charities and universities. She is a Director at Positive Money, and her eclectic previous career included co-founding a responsible investment network in the higher education sector, managing a youth social action charity, and developing intergenerational housing projects. Outside the office, you can find her singing music from Georgia (the country, not the time period!), dancing, and walking in nature.
Lindsey has spent fifteen years specialising in high-value fundraising and event management, focusing on building meaningful relationships between funders and worthwhile causes. She joined ShareAction as Senior Fundraising Manager (Maternity Cover) in August 2020 and will be with us until Spring 2021 during which time she will be working with our trusts and foundations funders. When not at work Lindsey can be found outdoors, hiking or exploring new places.
Joining ShareAction’s Food and Health team in June 2019, Louisa is focused on bringing the importance of public health to light for investors and key partners. With a background in nutrition, and previously working as a chef and for food charities, she brings a passion for food and for the positive impact it can have in bringing people together. When not working, Louisa can mostly be found running around parks and trying out London’s restaurant scene.
Lydia is passionate about reforming the financial system into one that serves the environment, and previously managed a network of global cities and their pension funds interested in fossil fuel divestment and green investment strategies. Having joined the team in January 2020, Lydia works on investor and company engagement for ShareAction's corporate decarbonisation campaigns. Outside of work, you can probably find her on a bike on one of London's many cycle routes.
Passionate about improving the working conditions of people around the world particularly for the most vulnerable and those with the poorest conditions and lowest pay. I joined ShareAction in September 2019 having previously worked at the Ethical Trading Initiative. I am responsible for ShareAction’s Good Work programme. Outside of work I enjoy reading, running, spending time with my family and less often than I would like DJing Afro, Latin and Tropical Disco.
Interested in building new and innovative ways to achieve social change, Michael has worked on a range of projects aiming to tackle the climate crisis, support the homeless and improve community wellbeing. He joined the team in March 2018, and leads ShareAction’s work engaging individuals about the impact of the financial system and their stake in it, building tools to educate and support them to take action. When not in the office he’s likely on a bike, or camera in hand.
Olivia is a non-executive Director of the Financial Reporting Council and a Board Member of the Impact Investing Institute. Olivia leads the Institute’s work on impact measurement and reporting. Olivia is also an Adviser to the Partnership Board of the law firm Travers Smith. Previously Olivia served as a non-executive Director and Chair of the Remuneration Committee of Virgin Money, a non-executive Director and Chair of the Risk Committee of Canada Life and Aon, and a non-executive Director of the Royal London and Investec. Olivia was a Senior Adviser and member of the Regulatory Decisions Committee of the Financial Services Authority and a Managing Director and Head of European Exchange Traded Derivatives Brokerage at JP Morgan. Olivia read Mathematics at St Hilda’s College, Oxford and is a Sloan Fellow of the London Business School.
Passionate about promoting harmony between human and natural worlds, Peter's career path began teaching business ethics before moving into corporate governance & ESG research and ultimately into responsible investment research. Peter joined the team in January 2018 and leads ShareAction's investor engagement and leading practice programme related to global surveys. When not at his desk Peter can be found enjoying coffee, writing music, and reading up on the mysteries of consciousness and the universe.
Rachel joined ShareAction in April 2019 as an intern for the good work programme, assisting with tasks for both the WDI and the UK workforce campaigns. Prior to joining ShareAction, Rachel worked as a support worker for young adults with learning disabilities and has previously interned for a social housing organisation completing a short research project.
Rachel started at ShareAction in December 2016. She had trained as a solicitor in a commercial law firm but realised she was more interested in helping to shape the law than advising clients on it. She engages with UK policymakers with the aim of transforming investment rules and regulations so the system better serves the needs of society and the environment. Outside of work, she enjoys volunteering for Childline and maxing out her limit on her library card.
Rebecca Warren is a long-standing environmental and human rights campaigner, playing a part in many campaigning organisations including the Campaign against Climate Change, for which she is Treasurer, and Amnesty International UK, for which she is a member of the Boards of the Section and the Charitable Trust and a member of the Finance Committee. She has been an AGM and pensions campaigner for ShareAction since 2013.
She is an ACA qualified accountant with more than 20 years’ experience in the public, voluntary and commercial sectors, currently working for London South Bank University as Head of Financial Accounting. She has an MBA with voluntary sector and finance specialisation.
Rosie joined ShareAction in August 2018 to work as the Company Engagement Manager for the Workforce Disclosure Initiative (WDI). As such, she coordinates the corporate engagement and support of companies taking part in the programme. She previously worked at CDP, the environmental reporting NGO.
Sam works inside and outside ShareAction on projects that are attempting to combat the climate crisis. He's spent the last three years working on a variety of campaigns, including those fighting against fuel poverty and for divestment. Sam joined the team in January 2018 and helps to run the banking and IDI projects. When not working, Sam can't be found because he's secretly a void underneath all those wonderful outfits.
Dreaming of a world where natural habitats are a priority rather than an afterthought, Sam is interested in the role of capital in tackling climate change, since he graduated from the LSE with an MSc in Environmental Policy. Sam has experience in policy research and analysis, and communications in corporate and charitable settings. Sam is interning with the Networks team at ShareAction, providing support for the CRIN and RINU platforms. He likes a good pun, a ridiculous mount of sports, and meditating when it is time to slow down!
Shakira has worked in Human Resources for over 15 years mostly within the charity and not-for profit sector and is a strong advocate for mental health and employee wellbeing initiatives. She joined ShareAction in August 2020 and supports the team across a range of HR and operational areas. When not in work you can find her exploring the coastal paths of North Devon or dabbling with a paintbrush.
Shipra has over 18 years’ global experience within financial services, healthcare, management consulting, and a stint setting up a social enterprise. Her last corporate role was as the Head of Sustainability for EY Financial Services, EMEIA. More recently, she has been working as an independent consultant in the ESG and impact investing space. She has an MBA from INSEAD, France. Shipra is passionate about driving change in how capital markets and businesses operate, stopping/controlling climate change, and ending poverty. She has been associated with ShareAction in several ways, especially through the Pension Power network over the last few years and is proud of the organisation’s ethos and achievements, and looks forward to her new Trustee role.
Simon leads ShareAction's work with companies to drive responsible business practices, across all of our campaign areas. He is passionate about the power of good work to deliver positive social impact. Prior to joining ShareAction in early 2020, Simon helped build the social responsibility function at McKinsey & Company, a global management consultancy. He has also served as a diplomat for the British government and holds an MSci in Physics from Imperial College. Outside of work, Simon is a trustee of a central London homelessness charity, a keen runner and an experimental gardener.
Hoping for a world in which financial institutions use their influence to actively contribute to society's goals, Sonia joined ShareAction in September 2015. She currently co-leads ShareAction's work to assess and rank investors' and banks' sustainable finance performance. In her spare time, Sonia can often be found in a dance class or at the gym.
Driven by the need to create positive change in society, Stuart joined ShareAction in December 2020 to help co-ordinate our engagement with the financial sector. Prior to that he spent over 20 years working in the software, financial, and charity sectors as an analyst and relationship manager. Outside of work, he's a keen cook, bookworm, and wannabe actor at his local theatre.
Sunniva joined the team in 2017 to coordinate the European Responsible Investment Network. She spends a lot of her time chatting with organisations across Europe, helping members develop projects, events, and resources. When she's not working on building the movement, Sunniva can often be found with knitting needles or a pastry in her hand (honestly, this sometimes happens at the office too).
Passionate about the role of communications in driving positive social change, Tierney has spent the last decade working on communications and content creation for environmental non-profits. Tierney joined the team in September 2019 and leads ShareAction’s digital communications, leading on our website, brand and design, digital engagement and social media. When not working, Tierney can usually be found running or creating a mess in the kitchen.
Vaidehee joined ShareAction in October 2016. Until March 2020 she lead the Workforce Disclosure Initiative's research team to improve corporate disclosure on labour and human rights practices. She is now working on a new project, which will look to identify the ways in which investors need to respond to the environmental and social dimensions of the biodiversity crisis. Outside of work, she is often found shuffling around on her allotment.
Passionate about public policy and sustainability issues, Vanessa has recently completed an MA Public Policy degree and previously worked in the pensions sector where she advocated for better transparency in DC default investment strategies. Vanessa joined the team in August 2020 and is currently working on parliamentary outreach and writing briefings on sustainable finance for COP26. Outside of work, Vanessa is avid football fan and never misses a Chelsea match.
Wolfgang has focused on corporate and government bond markets for 20 years through research and portfolio management. In 2006, he started to grapple with the question of what sustainable investment really means. Wolfgang joined ShareAction in 2019 and is responsible for the dialogue with asset managers, insurance companies, pension funds and banks, with an aim to drive their standards of responsible investment higher. If ever he found the time, he would try and put his 3-D printer to some good use.
Xavier joined ShareAction in 2020 and focuses on assessing the sustainable performance of banks with a view to promote ESG standards across the industry. Xavier has over 10 years of experience in banking, having held various Project Finance and Corporate Banking roles at a major international bank in Asia and Europe. Outside of work, Xavier enjoys reading and all sorts of visual arts.
ShareAction has a small team of skilled individuals committed to promoting responsible investment. Joining our team gives you the opportunity to work in a friendly, dynamic environment, where initiative and flexibility are valued.
Our core staff team typically works with interns, paid a London Living Wage, who assist with general and specific projects.
ShareAction is committed to promoting responsible investment throughout all sectors of society, understanding that the investment industry affects everyone. We welcome anyone who shares our enthusiasm for responsible investment – whether they have experience in the investment system or not. We particularly encourage applications from women, people from ethnic minority backgrounds, people with disabilities and other protected characteristics in underrepresented areas of work. We are happy to make reasonable adjustments to enable disabled candidates to show their suitability for any role.
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.
Our member organisations
Our fundraising policy
ShareAction will not seek or accept funds from listed companies or from any for-profit investment firms. The exception to this is the Workforce Disclosure Initiative, where investor signatories pay an annual membership fee to support WDI’s work to drive higher standards of corporate disclosure.
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, is made available in our annual report and accounts which can be downloaded from our website.
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, speaking engagements 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.
Our governance resources
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