Working with Cazenove Capital, we will pursue responsible investment practices across the portfolio, along with targeted impact investments in areas such as renewable energy, healthcare, and affordable housing.

This transition is underpinned by a newly updated investment policy, part of which states:

"The Trustee believes that responsible investment should go beyond exclusions and would expect delegated asset managers to seek to generate positive societal impact through active engagement with companies' management teams in order to pressure and/or guide them to improve their business practices across a spectrum of social and environmental issues.”

The full story is covered by Civil Society Media Ltd’s Charity Finance article below.