Safeguarding Children: Child Labour a Perennial Supply Chain Issue
The fifth article in this series exploring investment issues affecting children focuses on child labour within extended corporate supply chains. The previous two articles focused on areas where children are impacted directly by corporate policies, advertising or behaviours in the areas of technology and health and wellbeing. There is however, a flip side where goods […]
How Ethical Screening Works: Behind the Scenes at Epworth
Introduction: More Than a Filter Ethical investment isn’t just about ticking boxes or avoiding bad headlines. At Epworth, it’s a deeply considered process of discernment—one that reflects Christian theology, moral clarity, and long-term stewardship. But how does it actually work? In this article, we take you behind the scenes of our ethical screening process—explaining how companies are assessed, monitored, […]
Safeguarding Children: Tackling the Health and Wellness Deficit
The fourth in this series of articles continues to explore investment issues affecting children that have, by and large, been neglected by responsible investors. Whilst the issues themselves may have been addressed, their relevance to an oft neglected constituency – children and young people – requires, in our view far more attention. This article, the […]
How Charities Can Make Their Investments Work Harder—Without Compromising Their Mission
Introduction: Mission and Money—You Don’t Have to Choose For charities, every pound matters. Whether it’s donor income, legacy gifts, or long-held reserves, funds must be stewarded wisely. But too often, investment decisions are made in isolation from the charity’s mission. At Epworth Investment Management, we believe that your money should work for your mission—not against it. […]
What Trustees Need to Know About Charity Investment Policy Statements
Introduction: A Roadmap for Faithful Investment For charities and churches, investing is not just a financial decision—it’s a reflection of mission, values, and responsibility. As a trustee, you are required by law and good governance to manage your charity’s assets prudently, ethically, and in line with your purpose. That’s where the Investment Policy Statement (IPS) comes in. A well-crafted IPS […]
How the Epworth Multi-Asset Fund Works (And Why Charities Choose It)
Introduction: One Fund. Many Purposes. Deep Values. Charities face a unique investment challenge. You need a solution that is: The Epworth Multi-Asset Fund (MAF) was designed with this exact challenge in mind. Created specifically for charities and faith-based investors, it offers long-term growth potential while reflecting Christian ethical values at every level. Whether you’re a local church, a large […]
What Is the Epworth Cash Plus Fund—and Who Is It For?
Introduction: Ethical Doesn’t Have to Mean Long-Term Not every investment has to be about long-term growth. Many charities hold cash for short-term needs, operational flexibility, or capital projects—but still want those funds managed ethically. The Epworth Cash Plus Fund is built for this exact purpose: a short-term, liquid investment solution that reflects Christian values without compromising access, oversight, or prudence. Whether you’re a bursar managing […]
Developing a Mission-Aligned Investment Strategy: A Step-by-Step Guide for Trustees
Introduction: Bridging the Gap Between Purpose and Portfolio Charities and churches exist to fulfil a mission—not to generate profit. Yet managing funds wisely is often essential to sustaining that mission over the long term. As a trustee, you may ask: How can we invest in a way that supports our charitable purpose—not undermines it? This […]
Avoiding Greenwashing: What Trustees Need to Know About Ethical Investment Marketing
Introduction: Not All That Glitters Is Green As ethical investing becomes more popular, so do the claims. From “climate-conscious portfolios” to “responsible ESG strategies,” it seems every investment manager is now committed to sustainability. But beneath the surface, these claims don’t always hold up. This is known as greenwashing—and it’s something trustees must be equipped to recognise […]
Top 10 Questions Every Charity Should Ask Their Investment Manager
Introduction: Asking the Right Questions Choosing an investment manager is one of the most important decisions a charity board can make. Whether you’re reviewing an existing relationship or appointing a new provider, trustees have a duty to ensure that their investment partner aligns with the financial, ethical, and governance needs of the charity. This is especially important for churches, […]