We also take a look at the evolution of ethical investing and how charities can create a portfolio that fully represents their views and delivers on investment objectives.
Increasing regulation of charities and Trustees places a greater burden on an already stretched sector. Any regulation that further engenders public trust and confidence in our sector can be welcome, but a balance must always be struck between the burden placed on charities and the desire by the state for transparency. At the moment with CRS, the balance is firmly in favour of the state.
Where there is an imbalance, there will be long term implications for the sector’s sustainability and financial health.