Products & Services for Charities
CAER works with charities to translate their core mission into a meaningful, detailed policy which is used to create an investable universe of companies to reflect charitable aims and objectives.
Our products and services for charities are designed to help you:
- • Avoid risks to your reputation
- • Make your investments work to further the aims of your charity
- • Avoid conflict with your charity's aims and objectives
- • Use investments to influence company behaviour
- • Avoid concern about alienating supporters, beneficiaries and staff
- • Address financially-relevant environmental, social, governance and ethical risks
Your charity may also wish to ensure that the companies you work with do not pose a significant risk to your reputation or conflict with your objectives. CAER can work with you to develop a donor screening policy that guides which companies you are willing to accept funding from, partner with or buy services from can be useful.
Our research covers over 3,000 companies globally. Coverage spans 150 different areas including traditional "sins" (alcohol, tobacco, pornography etc.), environmental performance, climate change, human rights and many other areas.
We can work with you to:
- • Work out objectives – investments or partnership/donor strategy
- • Assist in different approaches available for each objective, positive/negative screening, best of sector
- • Produce a “translation” document and get charity to assess and comment
- • Create a final policy to utilise with Fund Manager and/or internally
Contact our client team to find out more about how CAER can help you ensure that your investments work harder to further the work of your charity.
