Ethical Investment Survey

Ethical or socially responsible investment (SRI) is investment which explicitly seeks to take environmental, social and ethical issues into account. This survey follows on from one which we conducted 3 years ago on this topic. Now we are keen to investigate the impact of both the economic downturn and the growing coverage of ethical investment in the media on attitudes towards ethical investment in charities.

The survey shouldn’t take more than 5 minutes to complete, and unless you specify otherwise at the end of the survey, all responses will remain anonymous.

Thank you for your time.

Question Title

* 1. What is your charity’s annual income?

<£1m

£1m - £5m

£5m - £10m

>£10m

Question Title

* 2. What is the size of your charity's investments?

<£100k

£100k - £500k

£500k - £1m

£1-5m

£5-10m

£10-50m

>£50m

Question Title

* 3. What barriers or challenges or barriers have affected your organisation’s decisions over whether to develop or expand an ethical investment policy?

1. Lack of staff resources

2. Complexity

3. Concern that ethical investment means lower returns

4. Lack of investment options in pooled funds

5. Lack of services from preferred fund manager

6. Lack of investment options in charity's chosen asset classes

7. The available ethical criteria doesn't fit the charity mission

8. Were advised against it by an external source

9. Trustee concern over legality of ethical investment in discharging their duties to maximise returns

Other (please specify)

Question Title

* 4. Does your charity have an ethical investment policy?

Yes