Working with your investment managers

Published November 19th, 2024
Category: Research Report

This is a document to support Church investors group members and other church investors in the process of working with their investment managers to ensure that their investments reflect and promote their organisation’s ethical values.

It outlines what is involved in manager selection, manager appointment and manager monitoring and provides practical guidance to help ensure that their values, beliefs, and policies are integrated in the management of their investments. It does not represent investment advice, which is the responsibility of each church investor to seek as appropriate.