Guide to Investing for Charities
This helps charities & trustees to understand their role in the investment process
In this video Founder John Eckersley introduces Castlefield and explains about our purpose and how we help clients (and our team) to achieve their personal goals.
He also explains the core values, present throughout Castlefield, and why we're known as the Thoughtful Investor ®.
We understand that not-for-profit organisations have their own special concerns and constraints when it comes to investment. Find out more about our Charity Investment Advice service
Learn moreLearn more about how we manage the investments of over 50 charity clients, enabling them to align their investment policies with their values
Learn moreThe CISI Chartered Firm™ status denotes that a firm is "operating at the highest levels of trustworthiness and professionalism expected from the sector" and is a demonstration of our commitment to high standards.
Find out moreAt Castlefield, responsible investing isn’t simply a product or one of our range of services – it’s integral to everything we stand for and do.
That’s why we’re known as the Thoughtful Investor ®.
To find out what this means and how your charity and its trustees could become thoughtful investors, visit our dedicated hub.
Thoughtful InvestorWe think our business is unique. From day one, the people involved in our day-to-day operations have held a majority stake in our business, alongside a major grant-making charitable foundation.
This structure has helped us to define our values, predicated on long-term sustainable growth, independence, innovation, respect and responsibility; all designed to create an environment in which colleagues, as co-owners, can achieve their full potential.
Employee OwnershipToday, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. The longest standing is 'ethical investment'. Learn more about the history of ethical investment and its journey into the mainstream in today's economic environment.
History of Ethical InvestingWe're delighted to announce the launch of the latest Annual Stewardship Report for 2023.
The Castlefield equity fund range is now available on award-winning ethical investment platform The Big Exchange
Castlefield has officially been awarded CISI Chartered Firm™ status by the Chartered Institute for Securities & Investment (CISI).
Castlefield participated in the CDP non-disclosure campaign for the third consecutive year, encouraging six companies to disclose their environmental impact data.
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