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Responsible investment: reflecting organisational values in investments

  • Start: 13th June, 2024 @ 12:00PM
  • End: 13th June, 2024 @ 1:00PM
  • Online

This session is part of Getting on Board’s Trustee Learning Programme, providing free and high-quality training to support people to become and serve as effective trustees.

Join Fiona Gillespie and Christophe Borysiewicz from Rathbones to consider how you might balance the need for financial return on your investments with the desire to stick close to your charity’s values.

The session will cover:

● The current rules on ethical investment by charities

● How to balance the need for financial returns with your charity’s work and values

● How to decide what is “ethical” for your organisation, beyond the personal preferences of current trustees, and commonly avoided industries such as arms and tobacco

● An overview of the ethical investment options

● How to work with an investment manager to navigate some of these issues

Capital at risk. The value of investments and any income can go down as well as up and investors may not get back the full amount invested.

About the session

  • This session is free to attend with the option to make a donation amount of your choice at checkout. The minimum donation amount is £1.
  • The session will take place on Zoom. The joining link will be sent in the Eventbrite confirmation email. You will also receive email reminders from Eventbrite 2 days, 2 hours and 10 minutes before the session starts. These reminders will also include the joining link.
  • The session will be recorded and be later uploaded to our YouTube channel. We’re so pleased as to how popular our sessions have been, many have sold out. Please only book a ticket if you intend to join the session live. We’d totally recommend subscribing to our YouTube channel so you can be kept up to date with all the new uploads.
  • If the session uses slides, we will send these to all who have booked a ticket following the session. Our panel sessions don’t use slides. If having the slides prior to the session will make it more accessible for you, please email info@gettingonboard.org and we will gladly send them to you.
  • As an attendee, you can enable closed captions during the session. For panels, we ‘spotlight’ panelists so the view stays consistently on those speaking. If you have booked a ticket, please contact info@gettingonboard.org if there are other adjustments we can make to the session to make it accessible to you.
  • Getting on Board’s sessions are specifically for trustees of charities registered in England and Wales, although many of the principles of effective, inclusive trusteeship are broadly the same wherever trustees are based. Trustees of charities in Scotland and Northern Ireland are welcome to attend our sessions but should check local differences and will find excellent support from OSCRSCVOInspiring ScotlandCharity Commission Northern Ireland and NICVA (Northern Ireland Council for Voluntary Action).