Insights

Charity trustees face so many questions when it comes to deciding how their organisation’s money should be invested…

Do you want it to contribute to more than just a financial return? And if you do – how?

The team at @CCLA Investment Management are exploring this in a series of online focus groups, starting next week – and they want your views.

❓ Is it better to build portfolios that maximise returns, or to invest in a way that’s more focused on driving impact?

❓ Is it better to keep pushing businesses to change or to sell holdings if they are not moving forwards on a specific issue?

❓ Is it better to try and change the companies in your portfolio or to try and change whole industries?

The sessions begin next Weds (28^th May) and continue into June.

👉 Get all the details – and have your say – here: https://bit.ly/43HaWtn

#charity #nonprofit #thirdsector #charityinvestments #CharityIntelligence