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
Aileen joined ShareAction in April 2019 as a Research Officer for the Food and Health Team. She has previously worked as a Research Assistant at public policy consulting firm ICF where she primarily conducted research on European food policy issues. She has also worked as a Campaign Officer for Eating Better, a sustainable diets charity campaigning for less and better meat and dairy consumption. Aileen holds a BA in Liberal Arts and Sciences for the Global Challenges from Leiden University College The Hague and a MSc in Food Policy from City University of London.
Aine works on the WDI team, engaging and developing relations with companies and investors to promote and standardise decent workplace and supply chain practices. She has an M.A in International Political Economy from Warwick University and B.A in European Studies. Prior to joining ShareAction she worked as a research analyst at a financial research company and as operations manager in the sustainable resource economy.
Amy joined ShareAction in March 2014 and is our Office Coordinator and Personal Assistant to the Chief Executive. Amy is the port of call for Information Technology, Human Reassures (Chartered Institute of Personnel and Development qualified), office supplies and the general smooth running of the office.
Anne-Marie manages our engagement with global asset owners, specifically focusing on UK and European asset managers as well as UK pension funds. She also leads the follow-up UK engagement for ShareAction’s surveys of the asset management industry. She joined ShareAction in February 2015 to support our investor-focused projects and campaigns, with a particular focus on the Green Light campaign. She previously worked as an investment analyst and fund manager in the City as well as in education. She developed her interest in responsible investment while working as a Treasurer of the charity Listening Books over the past 11 years. She holds a BA (Hons) in Philosophy, Politics and Economics from the University of Oxford.
Ashleigh joined ShareAction in June 2019 to support the fundraising team. She has has four years' experience in trust and statutory funding at the British Red Cross, after working through their internship and fundraising trainee programmes. She studied Sociology at the University of Leeds, with a year spent at Copenhagen University, and has volunteered with various homeless organisations and worked as a mentor for children in care.
Beau joined ShareAction in January 2017 to lead on media engagement and communications. He has experience in public relations for the financial sector, having spent two years at Societe Generale investment bank in London and then a short stint at the British Bankers’ Association. He holds a degree in French & Spanish from St Catharine’s College, University of Cambridge.
Bethan joined ShareAction in March 2013 to lead ShareAction’s policy engagement and research work aimed at developing our thought leadership role in the responsible investment debate. She previously trained and worked as a litigator in the City of London. She holds a First Class BA (Hons) in Philosophy from the University of Cambridge.
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.
Chara de Lacey
Chara joined the Workforce Disclosure Initiative team in May 2019 to work on WDI reporting and support with research and analysis. She has worked for various human rights organisations including Advocates for International Development, where she led business and human rights capacity-building projects, and the International Bar Association. Chara is a UK-qualified solicitor (non-practising) and holds a LLM in Law, Globalisation and Development with distinction from SOAS, University of London.
Charlie joined ShareAction in November 2015, working in the digital team. He moved to the Workforce Disclosure Initiative in late 2016. Previously he worked in a policy role focused on financial inclusion at Toynbee Hall. He has a First Class BA in Politics from the University of Sussex and an MA in International Relations from the Institut Barcelona d’Estudis Internacionals.
Charlotte joined ShareAction in June 2019. She has 8 years experience working in the charity sector with a background in customer service & facilities, and have 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 joined ShareAction in September 2018 to manage and enhance our financial processes. He previously trained as a Chartered Accountant at PwC, before moving to Marks & Spencer where he spent seven years working in various roles in Internal Audit and Finance. He holds a BAcc (Hons) in Accountancy with Business Finance from the University of Dundee and is a member of the Institute of Chartered Accountants in England and Wales.
Christian joined ShareAction in December 2018 as a senior research officer in the climate team. He currently supports ShareAction’s work on banks, fossil fuels, and corporate decarbonisation. Christian previously worked at Janus Henderson Investors as an Analyst in Emerging Market Fixed Income. He holds a BA in Economics and Finance and an MSc in Financial Analysis and Fund Management from the University of Exeter. He has also completed the CFA Program and is studying part-time for an MSc in Data Science at Birkbeck, University of London.
Clem joined ShareAction in February 2018 to work with the fundraising and communications team. Prior to joining ShareAction, Clem worked as a communications analyst for a branding agency, as a support worker for adults with learning disabilities, and as a holiday leader for deafblind young people. Clem holds a BA in Philosophy from the University of Sussex.
David joined ShareAction in August 2016. He supports our work engaging with UK policymakers on the need for responsible investment, and how reform of the investment system by government and regulators can facilitate this. He previously supported our campaigns team and, before joining ShareAction, worked in local government. He has a BA in English Literature from the University of Southampton.
Deborah joined ShareAction in June 2017 to lead the diversification and growth of ShareAction’s fundraising portfolio and develop and deliver an integrated communications strategy. Having started out in business development for brand and marketing agencies, Deborah began her career in the non-profit sector as corporate fundraiser for youth charity, Catch22, in 2009. She then spent five years building a major grants programme, raising funds from trusts, foundations, statutory bodies and the Big Lottery at London-based homelessness organisation, Broadway, (which latterly merged with national charity, St Mungo’s).
In 2015, Deborah moved to international sustainable development NGO, Forum for the Future, to set up their fundraising function, cultivate relationships with large foundations in the UK, Europe and the US and deliver a major donor fundraising programme, whilst working closely with the communications team to develop key messages and effectively support fundraising activity. Deborah holds a BA (Hons) degree in Communication Studies from Anglia Ruskin University and is passionate about using her role to contribute to positive social and environmental change.
Dr Martin Buttle
Dr Martin Buttle joined ShareAction in September 2019 to manage our Good Work programme. He was previously Strategic Lead: General Merchandise at the Ethical Trading Initiative, leading ETI’s work on general merchandise (Cosmetics, Electronics Homeware), purchasing practices and new business models. Martin was Apparel & Textiles Category Lead from 2014 to 2018, responsible for ETIs programme work in South India, Turkey, and the UK. Martin has over 15 years’ experience in supply chain labour rights focusing primarily on clothing and textile sector in academia, consultancy and the non-profit sector. He holds a PhD from the University of Birmingham on Ethical Finance in the Social Economy.
Eleni is ShareAction’s European Policy Manager, based in Brussels. She works on financial regulation covering the European Sustainable Finance Agenda, and has a background in human rights, having worked on business and human rights at the European Parliament's Subcommittee on Human Rights, in corporate social responsibility and in the private sector, as well in asylum and refugee policy for the Greek government. She has also worked on trade and political relations for the Brazilian Embassy in Athens, Greece, and on children's rights at a grassroots level in Rio de Janeiro, Brazil. She holds a BA in International Relations and Latin American Studies, an Executive Certificate in Financial Regulation from the London School of Economics and Political Science and is currently undertaking an MSc in Banking and Finance at the University of London.
Ellie joined ShareAction in March 2019 to lead the new Food and Health programme, with an initial focus on child obesity and sugar reduction. Prior to joining ShareAction, Ellie worked as a Public Health Strategist and Improved Lead for London wide public health programmes, specialising in obesity, mental health and children and young people. Ellie has a MSc in Public Health from the University of Bristol and is passionate about improving the availability and affordability of healthy, nutritious food.
Felix joined ShareAction in March 2017 and supports the Asset Owners Disclosure Project with research and analysis, having previously worked on the Workforce Disclosure Initiative. Prior to joining ShareAction, Felix worked at the Foreign and Commonwealth Office in Digital Communications, and did freelance research work on the relationship between political violence and religious ideology across regions in Pakistan. Felix holds a BA in Politics, Philosophy and Economics form Durham University, and has a keen interest in music and photography.
Fergus joined ShareAction in November 2018 to lead the UK policy team. He has extensive experience in public policy at both UK and EU level, advocating for regulatory frameworks that bring about a sustainable and responsible investment system. Previously, Fergus has 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. He studied International Relations and later Law at Swansea University.
Harriet joined ShareAction in February 2018 to coordinate our fundraising activities and help implement an ambitious fundraising strategy in order to grow and diversify ShareAction’s income.
Harriet’s first experience of fundraising was at The Royal Institute of International Affairs, otherwise known as Chatham House, where she assisted in the growth of the Major Donor portfolio. She also worked at the homelessness charity St Mungo’s, developing income from a wide range of individual supporters. Following this she moved into political fundraising, running the Labour Party’s Thousand Club, before leading the Philanthropy and Partnerships function at Refugee Action.
Harriet holds a BSocSci (Hons) in Politics and International Relations and an MA in Governance and Public Policy from the University of Manchester.
Helen joined ShareAction in November 2018. She works on the Climate Team with a particular focus on the Banks and Decarbonisation projects. Her engagement work covers publicly listed companies, asset owners and institutional investors globally. Prior to joining ShareAction, Helen worked on the global equity team at Morgan Stanley and was also an AsiaPac broker at BNP Paribas. She holds a BA (Hons) in Modern Languages from Downing College, University of Cambridge.
Ignacio joined ShareAction in March 2019 to lead on company engagement and research for the Food & Health team. He has an extensive background in the development of public policy for the UK Government and European Commission in areas around food safety and sustainable food production. More recently, Ignacio worked as a campaigns’ adviser for the Changing Markets Foundation where he developed the organisation’s portfolio on food. Ignacio holds a Chemistry degree from the University of London and an MA on Film from Staffordshire University. He speaks Spanish, English, French and a bit of Dutch.
Isobel joined ShareAction in September 2018 to work with the Charities Responsible Investment Network (CRIN). Prior to joining ShareAction, Isobel studied Global Environment and Climate Change Law at the University of Edinburgh and previously interned with responsible investment NGO Preventable Surprises.
James joined ShareAction in January 2017 as part of the Workforce Disclosure Initiative, an investor-backed programme to increase transparency and improve job quality in listed companies. He manages relationships with the institutional investors supporting the programme – currently 120 institutions with assets valued at $13.5 trillion – and ensures investors make the most of the WDI as a tool to engage with investee companies and improve disclosure. He previously worked for a social finance intermediary, and has been an elected councillor since 2016.
Jeanne joined ShareAction in February 2017 to coordinate our AGM activism work. She previously worked as a Research Assistant at the Sustainable Gas Institute, undertaking research on the exciting topic that is the future of gas networks. She is a keen climate campaigner and has attended the UN Climate Talks as a youth delegate since May 2015 with the UK Youth Climate Coalition. She holds a First Class BSc in Environmental Policy with Economics from the LSE and a Distinction graded MSc in Environmental Technology from Imperial College London.
Jo joined ShareAction in July 2018 and moved into the role of Scientific Advisor in July 2019. Jo holds a first class Masters degree (MESci) in Earth Sciences from the University of Oxford and is a Chartered Geologist through the Geological Society of London. Prior to ShareAction, Jo explored for oil and gas at BP, since then she has pivoted her career towards mitigating the climate crisis and creating the systemic change required to achieve this goal. Jo produces and supports ShareAction’s thematic research; her current focus is on the climate impacts of biomass power generation and how infrastructure projects can avoid or minimise biodiversity loss.
Joanna is the first port of call for all AGM activism queries, and will be giving training and organising attendance at companies' annual general meetings throughout the AGM season. She has worked in a variety of charitable settings, from working with the homeless to more recently working at Macmillan Cancer Support as a coordinator, supporting the delivery of their Mobile Information and Support Service. Although originally gaining a BA in German and Spanish, she is now studying towards a Master’s degree in Environmental Management.
Jodie joined ShareAction in September 2019. Prior to this, she worked for responsible business charity Heart of the City, where she managed their operations and successfully developed their systems and streamlined processes across the organisation. She has a background in environmental science and holds an MSc in Conservation. Her interest in this area has evolved into corporate behaviour, particularly how business can be a driver for environmental and social change. Jodie is a huge music fan and enjoys attending a variety of gigs and festivals. On the weekend she will likely be found in any available green spaces either on foot or occasionally horseback.
Joe joined ShareAction in November 2018 as a project officer in the climate team. Prior to joining ShareAction, Joe previously worked as a paralegal for two law firms in Cardiff. He holds a law degree and an MSc in Environmental Policy and Management from the University of Bristol.
Jules joined ShareAction in September 2018, and has overall responsibility for providing the support, tools, environment, and working practices that enable the organisation to thrive.
Jules has had a long and eclectic career that has seen her work in the financial sector, in IT, in academia, and for charities. She had a degree in Business Studies before most members of the team were born, and has more recently gained a degree, masters, and PhD in History.
Keri joined ShareAction in August 2019. A History and War Studies graduate from King’s College London, Keri is passionate about human rights and sustainable development; areas of interest she built on through voluntary work with Unison, Liberty and Amnesty International UK. When not communicating about the benefits of effective democracy, she is a keen cook (and eater!), loves to travel, and consumes an unhealthy amount of news.
Krystyna joined ShareAction in June 2019 to support the surveys team as a research officer. Prior to joining ShareAction, Krystyna worked as a finance analyst at Amazon. She holds an MA with Distinction in International Political Economy from King’s College London, where she specialised in the political economy of the environment, has interned at the Polish embassy in London, and volunteered for a children's charity.
Lauren joined ShareAction in November 2016 as an organiser on the Pension Power campaign. Prior to joining ShareAction Lauren worked in the ESG research team of the stock broker Kepler Cheuvreux. She has also worked with the Plan A sustainability team at Marks & Spencer and the International Institute for Environment and Development. Lauren holds a M.A. in Sustainable Cities from King’s College London and a BSc (Hons) in Economics from the University of Liverpool and is 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. She holds a First Class BA (Hons) in Politics and Anthropology from King’s College, Cambridge.
Louisa joined ShareAction in June 2019 to work with the Food and Health team as Investor Engagement Manager. Previously, Louisa worked in the partnerships team at Action Against Hunger, fundraising for the charity by building relationships with the hospitality industry. She holds an MSc in Public Health Nutrition and is a trained chef.
Mara joined ShareAction in July 2015. She supports ShareAction’s work across a number of campaigns including the Living Wage campaign. She holds experience working on a wide range of human rights issues and a campaign to stop deforestation in Cambodia. Most recently, she worked as a human rights liaison intern for the UN High Commissioner for Refugees, Mara holds an LLB in Law from the University of Glasgow and a first-class LLM in International Human Rights from the Irish Centre for Human Rights.
Michael joined ShareAction in March 2018 to coordinate our AGM activism, before moving into our R&D Lab, which aimed to understand how we can scale or work with the public. He now manages our public-facing campaigns, which educate and mobilise people through the power of their pensions and responsible investment.
Prior to joining ShareAction, Michael worked on a range of food surplus redistribution schemes as well as being a sabbatical officer at Sheffield Students' Union - campaigning to make their investments more responsible.
Pamela joined ShareAction in November 2013 to manage ShareAction’s finances. Prior to joining ShareAction, she spent over 13 years in financial roles and several years prior to that as an Office/Finance Manager. Pamela has worked mainly in not-for-profit organisations and holds a BSc (Hons) in Combined Studies (Law with Accounting).
Peter joined ShareAction in January 2018 and leads on AODP's post-survey investor engagement and leading practice research. He previously provided corporate governance research services for CDP and Ownership Matters; was an ESG equity ratings analyst for MSCI; and taught business ethics, corporate governance, and CSR units at a range of Australian universities.
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 holds a BA in Sociology from the University of Nottingham.
Rachel joined ShareAction in December 2015. She leads ShareAction’s policy work in the UK. She previously trained as a solicitor in the City of London and has a BA (Hons) in English from the University of Cambridge.
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, and she holds a BSc in Natural Sciences from the University of Bath.
Sam joined ShareAction in January 2018 as a research analyst for the Asset Owners Disclosure Project. He now supports our work on banks and corporate decarbonisation. He has previously worked freelance conducting content analysis on Modern Slavery Act statements and also currently works part-time in campaigns and policy for a grassroots fuel poverty organization. He achieved a Distinction in a Public Policy MSc from UCL in 2017, where he specialized in UK energy policy decision-making, and a First class Philosophy BA from the University of Leeds in 2015, where he specialized in the metaphysics of language and time.
Sonia joined ShareAction in September 2015. She currently leads our investor-focused campaign to align the activities of the banking sector with the goals of the Paris Agreement. She previously conducted a survey of Swiss pension funds’ performance on responsible investment. Sonia previously worked for a number of charities, including the Business & Human Rights Resource Centre and the Citizens Advice Bureau. She holds a B.A. in Politics and International Studies from the University of Exeter, an M.Sc. in Development Management from the Open University, and an M.Sc. in Human Rights from the London School of Economics.
Sunniva joined ShareAction in February 2017 to support the European Responsible Investment Network. She has a range of legal research experience, including from her work with the International Energy Agency and the Natural Resource Governance Institute. Sunniva holds an LLB in Law and Human Rights from the University of Essex, an LLM in International Law from University College London, and a keen interest in baked goods.
Tierney joined ShareAction in September 2019 as Digital Communications Manager, leading on our website, brand and design, digital engagement and social media. Prior to this, she was content lead for both the CDP and the Science Based Targets initiative. Prior to this, Tierney worked as an environmental journalist and communications professional, primarily focused on digital communications and content creation for environmental NGOs, including the Global Call for Climate Action and Environmental Justice Foundation.
Vaidehee joined ShareAction in November 2016. She is working on the new Workforce Disclosure Initiative building on ShareAction’s work on the Living Wage. She previously worked for a number of organisations including Global Witness, Womankind and Global Justice Now. She holds a BA in Philosophy and an MA in International Politics at Manchester University.
Wolfgang Kuhn is a Fellow at ShareAction with 20 years’ experience in fixed income markets, investing in corporate and government debt, allocating to high yield, emerging markets, convertibles and loans on behalf of institutional investors around the globe.
With a strong interest in risk management, he has been on a quest for the right approach to sustainability in bond management since 2006. Wolfgang is convinced that the orthodox investment framework of risk and return is dangerously incomplete, and needs to be complemented by a third one, real-world impact.
His most recent role was that of Head of Pan-European Fixed Income at Aberdeen Asset Management, managing European credit and macro teams. Previously, he worked for UBS, Deutsche Asset Management and DG Bank.
Wolfgang graduated from Technical University of Berlin, having also studied at University of Wisconsin and University of Freiburg. Wolfgang is a CFA Charterholder, a Certfied EFFAS Financial Analyst (CEFA) and a Financial Risk Manager (FRM).
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.
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.
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.