Share Action


Improving the conversation: what charity investors expect from their asset managers


This discussion paper draws upon recent quantitative and qualitative research on responsible investment leading practice, and was developed through consultation with members of the Charities Responsible Investment Network. It aims to:

  • Act as a guide or set of principles to improve the outcomes of conversations between charity investors and their current asset managers;
  • Provide criteria for selecting new managers;
  • Offer a framework of core expectations for internal conversations and discussions with advisors and consultants; and
  • Send a signal to the market regarding the standards expected.