Responsible Investing - Charity Ethical Money Action Plan Survey

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* 1. What organisation do you work at?

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* 2. What is your job title?

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* 3. Portfolio & Products: Do you have a responsible investment policy that has been signed off by your trustee board?

Yes

Yes, but not signed off by Board

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* 4. If yes, would you be able to share it with us?

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* 5. If applicable, do you ensure that your responsible investment policy has been integrated by your investment managers and have you researched their ESG credentials more generally?

Yes

Other feedback/clarification

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* 6. Are you clear about who in your organisation is responsible for ensuring your policy is implemented?

Yes

N/A

Other clarification

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* 7. Have you extended your responsible investment considerations to your choice of other financial products such as your bank account, credit card and/or insurance policies?

Yes

If yes, please specify

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* 8. Pensions: Have you researched the Responsible investing approach and ESG credentials of your pension fund/s?

Yes

Other clarifications

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* 9. If your default fund does not incorporate ethical investment considerations, are your employees given an ethical self-select pension fund option?

Yes

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* 10. People: Have you communicated your Responsible investment policy and position on other financial products to your employees and supporters/members?

Yes

Other clarifications

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* 11. Do you encourage your employees and supporters/members to consider how to support your mission through their own financial decisions?

Yes

Other clarifications

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* 12. Partnerships: Do you have a written ethical sponsorship or donations policy with regards to your criteria for corporate or other sponsorships and donations?

Yes

if yes, could you share it with us?

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* 13. Are you signatories of the UN-backed Principles for Responsible Investment, or any other collaborative responsible investing groups?

Yes

If yes, please specify

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* 14. Are you involved in any engagements (collaborative or otherwise) aimed at improving corporate behaviour or influencing responsible investment and business practice in some way?

Yes

If yes, please specify

Responsible Investing - Charity Ethical Money Action Plan

Question Title

* 1. What organisation do you work at?

Question Title

* 2. What is your job title?

Question Title

* 3. Portfolio & Products: Do you have a responsible investment policy that has been signed off by your trustee board?

Question Title

* 4. If yes, would you be able to share it with us?

Question Title

* 5. If applicable, do you ensure that your responsible investment policy has been integrated by your investment managers and have you researched their ESG credentials more generally?

Question Title

* 6. Are you clear about who in your organisation is responsible for ensuring your policy is implemented?

Question Title

* 7. Have you extended your responsible investment considerations to your choice of other financial products such as your bank account, credit card and/or insurance policies?

Question Title

* 8. Pensions: Have you researched the Responsible investing approach and ESG credentials of your pension fund/s?

Question Title

* 9. If your default fund does not incorporate ethical investment considerations, are your employees given an ethical self-select pension fund option?

Question Title

* 10. People: Have you communicated your Responsible investment policy and position on other financial products to your employees and supporters/members?

Question Title

* 11. Do you encourage your employees and supporters/members to consider how to support your mission through their own financial decisions?

Question Title

* 12. Partnerships: Do you have a written ethical sponsorship or donations policy with regards to your criteria for corporate or other sponsorships and donations?

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* 13. Are you signatories of the UN-backed Principles for Responsible Investment, or any other collaborative responsible investing groups?

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* 14. Are you involved in any engagements (collaborative or otherwise) aimed at improving corporate behaviour or influencing responsible investment and business practice in some way?

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* 15. Across all the issues we’ve asked you about, what do you see as the most important actions to advance your charity’s mission?

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* 16. Thinking about the issues you have identified, what are the biggest challenges you face in moving forward?

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* 17. Are there particular sorts of help that you would value, either from the EIRIS Foundation or others?