Our Approach to Investment
The Charity Service believes that funds set aside for charitable giving should be invested ethically. We work with two investment management firms, Castlefield and Tribe Impact Capital, that specialise in sustainable investing. Donor Advised Fund holders can indicate which firm they would prefer to manage their investments. We also welcome requests from donors to add to our portfolio of investment management firms and would encourage potential donors to discuss their options with us.
To find out more about our approach to investment or to discuss your options please contact our Head of Philanthropy, Rachel Tomlins, at [email protected].
Here is a link to our investment policy: Investment policy (May 2023)
Castlefield
Castlefield is an award-winning, employee-owned investment management and financial planning group, with a reputation for being at the forefront of ethical investing.
We offer values-based investment from the perspective of being a values-based manager. What this means is that alongside our Thoughtful Investor approach, we operate Castlefield with our own corporate sustainability very much in mind – we expect the same high governance standards as our investee firms, evidenced by our membership to numerous ‘Good Business’ initiatives and third-party validations such as living wage, disability confident, age friendly employer, Women in Finance, 30% club, Good Business charter and GM Good Employment charter.
That’s why we’re known as the Thoughtful Investor ®.
For more information about Castlefield and their approach to investment visit their website here: https://www.castlefield.com/home/thoughtful-investor/
Tribe Impact Capital
Tribe is the UK’s first dedicated impact wealth manager and a certified B Corporation, supporting a strong movement of investors committed to creating positive change whilst achieving financial returns.
Tribe’s investment approach is rooted in its analysis, assessing every investment for both financial performance and positive impact. This means looking at the potential monetary returns it may deliver as well as its social and environmental outcomes. Tribe solely invests in well-run businesses solving global social, environmental, and economic challenges, enabling investors to deliver the legacy they want. Tribe is an active member of key global initiatives to help drive systemic change. They are a signatory to the UN Principles for Responsible Investment, HMT Women in Finance Charter, the Finance for Biodiversity Pledge, and the UN Environment Programme Finance Initiative, among others. Tribe’s commitment to transparency and sustainability is further reinforced through validated science-based targets for their own carbon footprint and status as a certified Living Wage Employer.
Tribe provides a range of impact investment portfolios, with further detail on their process available on their website.
