PurposeKit

Tools/Finance

ESG Portfolio Screener

Screen your charity's investment portfolio against ethical, ESG, and mission-alignment criteria — with a plain-English assessment for trustees.

Beta

This tool provides guidance for trustees based on Charity Commission CC14. It is not financial advice. Always consult a regulated investment adviser before making investment decisions.

If you do not have a formal investment policy, describe any ethical preferences your trustees have agreed.

AI-generated content.