Understanding Mensuram Bonam: A Catholic Approach to Ethical Investment
Investing with a Catholic Conscience For Catholic charities, dioceses, and religious orders, investment decisions are not simply financial—they are moral acts. Every pound invested should reflect the teachings of the Church and the dignity of the human person. In 2022, the Vatican published Mensuram Bonam (“Good Measure”), a landmark guide offering a theological and practical framework for faith-consistent investing. […]
What Does ‘Ethical Investment’ Actually Mean?
Cutting Through the Jargon In today’s investment landscape, phrases like “ethical,” “responsible,” and “sustainable” are everywhere. But what does ethical investment actually mean—especially for trustees of churches, charities, and religious organisations? At Epworth Investment Management, we define ethical investment not as a marketing label, but as a principled commitment to align capital with values. For us—and for our clients—it’s […]
What Is Christian Ethical Investment? A Guide for Trustees and Treasurers
Introduction: Aligning Faith and Finance In today’s financial landscape, many Christian charities, churches, and religious orders are asking a crucial question: How can we invest our money in a way that reflects our Christian values? This is where Christian ethical investment comes in – an approach that not only avoids harm but actively seeks to honour the Gospel in every financial decision. […]
Investing for the Future: Planning for Reserves, Legacies, and Sustainability
Introduction: Stewarding Tomorrow’s Mission For churches and charities, the call to stewardship doesn’t stop at today’s needs. It extends into the future—to ensure your mission is equipped to thrive, not just survive. Whether you’re managing reserves for future projects, planning how to honour legacy gifts, or strengthening your long-term financial sustainability, ethical investment plays a critical […]
A Guide to the Epworth Discretionary Charity Service: Customised Investing for Churches and Charities
Introduction: One Mission, Many Needs Churches, religious orders, and larger charities often face complex investment needs—balancing capital growth with income generation, ethical standards with regulatory oversight, and local autonomy with central governance. That’s where Epworth’s Discretionary Charity Service (DSC) comes in. Built exclusively for UK registered charities, DSC offers a tailored, fully-managed investment solution—rooted in your mission, aligned with […]
What Is Shareholder Engagement—And Does It Actually Work?
Introduction: Investing Is Not Passive When people think about ethical investment, they often think about what’s excluded—fossil fuels, tobacco, weapons, and so on. But there’s another powerful tool at the heart of values-based investing: shareholder engagement. At Epworth Investment Management, we believe engagement is an act of Christian witness—a way of speaking truth to power and influencing […]