Balancing Opportunity with Integrity
The CFB is committed to seeking both superior returns and improving ethical standards.
POSITIVE APPROACH
We seek to improve the ethical profile of our portfolios by avoiding investments in particular businesses and encouraging better practices in others.
COMPANY ENGAGEMENT
We view our investments as long term partnerships with company managements. We engage in constructive dialogue and practise active voting to challenge social, environmental and ethical considerations.
INTEGRATED PROCESS
Ethical research integrated with financial analysis is key to our investment process. Fund managers are responsible for both financial and ethical analysis.
CLEAR POLICY
Comprehensive policy statements and position papers offer a reference for clients and a clear focus for fund managers.
THEOLOGICAL GROUNDING
The Joint Advisory Committee on the Ethics of Investment provides a unique and robust mechanism for testing ethical investment decisions against theological principles.
FIND OUT MORE
Serving the Methodist Church
The Joint Advisory Committee on the Ethics of Investment (JACEI) provides CFB with advice on ethical issues and reports to the Methodist Conference on CFB compliance with the aims and objectives of the Church.
The JACEI Report is produced for the Methodist Conference outlining its activities each year. An abbreviated version is also produced. Together they provide a comprehensive survey of the issues that we have addressed.
The climate emergency
Evidence continues to mount that the Earth is warming and yet greenhouse gas emissions continue to rise.
our ethical investment APPROACH
The CFB has strengthened its grounding through the development of ethical pillars. These pillars underpin policies, keep the firm rooted in its Christian heritage, and allow Epworth to better respond to existing and emerging issues.
The CFB also recognises that no investee company is perfect. The Levels of Tolerance outlines our limits for exposure to issues we see as incompatible with the Christian faith.
the stewardship code
The CFB supports investor engagement with companies and is a signatory to the Financial Reporting Council’s Stewardship Code.
Read our detailed report in response to the 2023 Stewardship Code.
Montréal Pledge
The CFB is a signatory of the Montréal Carbon Pledge and is committed to a voluntary disclosure of the results.
RECENT POLICY STATEMENTS
Please contact us for other policy statements and position papers.
*The Central Finance Board of the Methodist Church’s voting policy has been developed in conjunction with members of the Church Investors Group.
VOTING REPORTS
Have your say...
Our ethics are based on Methodist Church principles. We welcome feedback on an ethical issue. If you would like to discuss these please contact the Chair of JACEI Rachel Parkinson on 020 7467 5245.