Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

No conflicts policy: -1
Good trustee age range: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 1

CHURCH INVESTORS GROUP

How we work:- By encouraging the formulation of investment policies based on Christian ethical principles and assisting each other in putting such policies into practice - for instance by publishing research.- By encouraging responsible business practices through engagement with company managements.- By sharing information and views on ethical matters related to investment.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/10/22	£47,472	£51,011	£-3,539
31/10/21	£46,238	£51,927	£-5,689
31/10/20	£43,990	£28,611	£15,379
31/10/19	£78,728	£27,152	£51,576

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Highest pay bracket: less than £60,000

Established: 6 years

https://churchinvestorsgroup.org.uk/

02074896067

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-69

DANIEL FREDERICK NEALE Appointed: 2023, Occupation: Responsible Investment

REV ANDREW RICHARD HARPER Appointed: 2021, Occupation: Head Of Ethics

CHRISTOPH RAINER WILHELM FLAD Appointed: 2017, Occupation: Head Of Responsible Investment

DR STEPHEN EDWARD JOHN BARRIE Appointed: 2019, Occupation: Pension Investments

OLE-WILHELM MEYER Appointed: 2017, Occupation: Ceo, The Norwegian Church Endownment

PAUL BARNABAS BLYTH Appointed: 2018, Occupation: Accountant

STEPHEN TREVOR BEER Appointed: 2017, Occupation: Investment Management

BRIAN JAMES DUFFIN Appointed: 2017, Occupation: Actuary, Other trusteeship: THE ROYAL NAVY AND ROYAL MARINES CHARITY,

HILARY BRIDGET MICKLEM Appointed: 2019, Occupation: Civil Servant, Other trusteeship: THE UNITED REFORMED CHURCH (WESSEX) TRUST LIMITED,

LOUISE ELIZABETH DAVIES Appointed: 2017, Occupation: Chartered Accountant, Other trusteeship: CHRIST COLLEGE, BRECON,

PAOLO CAMOLETTO Appointed: 2017, Occupation: Financial Secretary, Other trusteeships: SHARED CHURCHES (HERTFORDSHIRE AND BEDFORDSHIRE) LIMITED, STEWARDSHIP IN THE CATHOLIC CHURCH,

Legal constitution

Charitable company registered in England & Wales on 11/07/2018, number: 1179162
Registered at Companies House on 20/10/2017, number: 11024016

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

4 returns made; all on time

Main office

C C L A INVESTMENT MANAGEMENT LTD
1 Angel Lane
London
EC4R 3AB

Objectives

TO PROMOTE ETHICAL INVESTMENT AND ETHICAL BUSINESS PRACTICE FOR THE PUBLIC BENEFIT SO AS TO ADVANCE:(A)THE RELIEF OF POVERTY;(B)THE PROTECTION OF THE ENVIRONMENT;(C)COMPLIANCE WITH THE LAW AND ETHICAL STANDARDS OF CONDUCT; AND(D)SUCH OTHER PURPOSES AS MAY BE EFFECTIVELY ADVANCED BY SUCH PROMOTION WHICH ARE CHARITABLE IN LAW.TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE PUBLIC BENEFIT BY:(A)THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; AND(B)THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION;TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE PRINCIPLES AND EFFECTS OF ETHICAL INVESTMENT, ETHICAL BUSINESS PRACTICE AND SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE,IN EACH CASE, IN A MANNER WHICH DRAWS UPON AND REFLECTS THE BODY OF CHRISTIAN ETHICAL PRINCIPLES DERIVED FROM THE BELIEFS AND TRADITIONS OF THE DIFFERENT CHRISTIAN DENOMINATIONS;SUSTAINABLE DEVELOPMENT MEANS DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS.

Data Sources