Ethical Investment

Sustainable Investment Policy Statement

The University does not intentionally invest directly (or through collective funds) in arms companies or corporations complicit in the violation of international law. This includes organisations with high exposure to activities or substances, which are potentially injurious to health (including alcohol and tobacco), that could destabilise community cohesion and threaten international stability.

The University is committed to helping protect and preserve the global environment and in terms of environmental sustainability, does not invest directly in organisations that do not have policies to control and significantly reduce the risk of serious negative environmental impacts. The University will seek to reduce investments with funds that detrimentally impact on the environment.

The performance of funds against sustainability criteria is to be reviewed on a regular basis and further opportunities to enhance sustainability portfolios to be covered on fund review meetings. The ethical implications of medium-term or long-term investments will be assessed alongside commercial opportunities. Information is to be published on the ongoing performance of sustainable investment at the University and engagement sought from relevant stakeholders to encourage feedback.

Where fund managers make investments on behalf of the university they will be appointed to ensure they are operating consistently with the ethical and sustainable requirements of the University.

The Sustainable Investment Policy Statement forms part of the Group Treasury Management Policy and is approved by the Strategy, Finance and Resources Committee (SFRC) on an annual basis, last reviewed 22.06.21.

Progress will be reported via the Chief Finance Officer through SFRC on an annual basis.

In delivering upon our policy the university:

Will publish a list of its investments as part of the annual reporting process to ensure open and transparent communication with its stakeholders. Learn more about our current investments.

The university appoints Fund Managers to ensure that investments remain consistent with the values set out in the Treasury Management Policy.

The university will aim to place all medium-term treasury investments in financial institutions whose investment values reflect those set out in the University’s Treasury Management Policy.

Who is involved:

The Ethical Investment Working Group consisting of internal representation from Finance, Sustainability, Business Transformation Teams as well as student representatives. The role of the group is to manage the delivery of the Policy, review progress on ethical investment within investment portfolios, incorporate stakeholder interest and sustainability requirements, consider risk and external factors that could impact on investment decisions, communicate and report on progress.

Within the last year engaging fund managers in our policy and ensuring their commitments match our own has been a priority for the group.

The Strategy, Finance and Resources Committee (SFRC) ensures the policy and our commitments are being delivered upon.

We encourage transparency and feedback, working with students to help us develop our policies and our approach to ethical investment.

Investment Fund Workshop March 2020

What does the university invest in, how are we reducing investments in non-sustainable and ‘harmful’ companies, what are our plans for the future?

These were all questions considered during the universities Ethical Investment Workshop held during Green Week. Our four investment fund managers presented on where the universities funds are being invested, the performance of sustainability funds and invited students to ask questions as to the sustainability credentials of these funds and what matters to them.

The workshop also encouraged feedback on the Sustainable Investment Policy Statement and encouraged students to sign up to be part of an ongoing conversation on the development of this, be part of the Ethical Investment Working group and to continue to shape our policy and commitments.

image and credits

Bringing together staff expertise, our fund managers and students is a model we will continue to build upon. This supplements our formal and informal curriculum activities.

Our Faculty of Business and Law incorporates ethical finance within modules and we also created the opportunity for all students to gain knowledge and feedback to us on what are the most important global issues we need to address within our policies and practices during the Ethical Finance workshops held during the Enhancing Futures programme in summer 2021.

We invite further feedback via:

 Queen’s Award for Enterprise Logo
University of the year shortlisted
QS Five Star Rating 2020
Coventry City of Culture 2021