9. Ethical Investments

Ethical investments policy

  1. The Social Workers Benevolent Trust invests funds with various third party organisations through the investment of surplus funds and endowments. On occasion it may also makes investments in other related parties as these opportunities arise.


  1. It is the intention of the Trust to make investments in ways that are consistent with the objects and values of the Trust as expressed in its ‘policies and objectives’


  1. In order to achieve these aims, the Trust will not knowingly invest in companies whose activities could be seen to endanger individuals or groups of people, or whose activities are inconsistent with its objects and community of stakeholders. ie consistent with the following statement from BASW re its own portfolio of investments:


“Ethical Restrictions
The portfolio should not include any investments in companies which have an unsound ethical or environmental impact. Also the portfolio should exclude any investment in companies whose representation might prove damaging, directly or indirectly to the purposes or reputation of the Association or is known to not uphold the principles and values of the Association e.g. armament manufacturers or where human rights are known to have been violated.”


  1. In order to ensure compliance with this policy the Trust will:
  • Consider the ethical implications of all future investments alongside other opportunities.
  • Ensure that fund managers responsible for the Trusts investments are operating to socially responsible objectives consistent with those of the Trust, as notified through the trusts investment restriction instruction excluding investments specifically regarding Human Rights and Armaments.

Agreed Jan., 2021 For review December 2023