Events

With growing scrutiny from donors, staff, beneficiaries and regulators, many charitable organisations are reconsidering how investment decisions reflect their purpose and reputation. This in-person roundtable session brings together senior charity investment decision-makers for an open, practical discussion on the tools and frameworks that support mission aligned investing. 

We’ll explore: 

• Aligning investment policies with organisational purpose 
• Practical tools: exclusions, ESG integration, stewardship and escalation 
• Managing sensitive sectors and reputational risk 
• Balancing values with long term financial objectives 
• How charities are responding to rising expectations 

Exclusively for charity investment decision-makers and senior executives, this event is designed to be highly interactive. Capacity is limited and places will be allocated on a first come, first served basis. 

Secure your place by completing the registration form here.

Event details:

Date: Tuesday, 3 March 2026

Time: 12pm - 2pm 

Venue: Rathbones, 30 Gresham Street, London, EC2V 7QN 

Format: 12pm - 1pm discussion, followed by lunch and networking