Investment
All to the good?
Is socially responsible investment an irrelevant distraction for school bursars or a cause for concern? Mike Goddings reviews some significant investment precedents and suggests setting an active strategy
Investing a school’s assets appropriately might reasonably be considered a simple matter of choosing between various financial alternatives. However, the increased emphasis on socially responsible investment deriving from the introduction of the Trustee Act 2000, combined with recent events and greater public awareness, may mean that schools are neglecting this important aspect of their investment policy. In order to examine this subject in a meaningful context, it is worth reviewing the bases of an independent school’s capital investments.
