Christian Ethics

Through improving corporate behaviour, we believe that
companies have the potential to help improve the lives of people and the state of our planet.

Epworth recognises the increased complexities and scrutiny surrounding ethical investment and believes our Christian approach ensures we are both pragmatic and transparent.

Epworth has strengthened its grounding through the development of ethical pillars. These pillars underpin policies, keep the firm rooted in its Christian heritage, and allow Epworth to better respond to existing and emerging issues.

The investment space is full of ethical issues that Epworth could engage on. Priorities for engagement with investee companies are established using client consultation and portfolio review, resulting in a priority matrix.

Epworth recognises that no investee company is perfect. The Levels of Tolerance outlines our limits for exposure to issues we see as incompatible with the Christian faith.

Epworth views voting as an exercise in good stewardship on behalf of our clients. We vote together with other like-minded investors to maximise our voice potential.

STEWARDSHIP CODE

We are devoted to maintaining an ethical strategy that our clients can be proud of; one that makes your investment work
hard to affect real change across industry and society.

Read how we have put our ethical approach into practice.

Policies

Epworth’s ethical policies enable the identification of companies which are consistent with our ethical investment approach. Epworth operates proprietary ethical inclusion lists derived from these policies and advice on securities in global markets. When analysing a potential investment, we are concerned with what a company does and how significant and serious any exposure is to issues of ethical concern. We also examine how a company is run, and its interaction with wider society and the environment.

Collaborations and commitments

We work with a large number of organisations and networks in meeting our clients’ objectives, click below to read about who we work with and the commitments we make.