From Purpose to Portfolios: Aligning Values with Investment Strategy

For-purpose organisations know that investing isn’t just about returns, it’s about aligning with your values and mission. But when boards and committees hold diverse ethical views, creating a clear Responsible Investment (RI) strategy can feel overwhelming. That’s why we’ve developed a practical four-step framework to help you move from uncertainty to action.

Why download this white paper?

• Define your mission and values: identify what matters most and set the foundation for your RI strategy.
• Choose the right RI approach: understand options from exclusions to active ownership and how they impact your portfolio.
• Develop a documented RI policy: create consistency and clarity for boards, committees, and investment managers.
• Review and refine regularly: keep your strategy relevant as your organisation and ESG priorities evolve.

Download now and take the first step toward a values-aligned investment strategy.