According to the Charity Commission, “Trustees should try to consider the whole range of investment options which are open to them”, and “must consider the need for diversification, i.e. having different types of investment, and different investments within each type. This will reduce the risk of losses resulting from concentrating on a particular investment or type of investment.“  For charities with Responsible Investment policies, part of the consideration of diversification and risk may be influenced by the investment options open to them in each asset class, that also fit with their policy. To date, the focus of discussion on charities and Responsible Investment has been on equities, with little attention having been paid to other asset classes. This paper aims to partly redress this balance by seeking to help trustees to fully consider the Responsible Investment options that are open to them. By redressing this balance, coherence between responsible equity and other investments can be established.

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Responsoble Investment Approaches to Non-Equity Investments.pdf	780.43 KB